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 | $91,442 | $198,466-53.9% | $170,442-46.3% | $147,584-38.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.26% | 257.29%-242.0pp | 205.93%-190.7pp | 578.55%-563.3pp |
| Employer contribution / active EE | $2,294 | $6,184-62.9% | $5,433-57.8% | $4,876-53.0% |
| Participant deferral / active EE | $8,817 | $5,629+56.6% | $4,939+78.5% | $5,439+62.1% |
| Admin fee / account holder | $8 | $16,852-100.0% | $13,880-99.9% | $10,885-99.9% |