See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,338 | $198,466-66.6% | $170,442-61.1% | $147,584-55.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.94% | 257.29%-237.4pp | 205.93%-186.0pp | 578.55%-558.6pp |
| Employer contribution / active EE | $10,257 | $6,184+65.9% | $5,433+88.8% | $4,876+110.3% |
| Participant deferral / active EE | $9,494 | $5,629+68.6% | $4,939+92.2% | $5,439+74.6% |
| Admin fee / account holder | $277 | $16,852-98.4% | $13,880-98.0% | $10,885-97.5% |