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 | $118,770 | $198,466-40.2% | $170,442-30.3% | $147,584-19.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.53% | 257.29%-241.8pp | 205.93%-190.4pp | 578.55%-563.0pp |
| Employer contribution / active EE | $3,482 | $6,184-43.7% | $5,433-35.9% | $4,876-28.6% |
| Participant deferral / active EE | $6,006 | $5,629+6.7% | $4,939+21.6% | $5,439+10.4% |
| Admin fee / account holder | $40 | $16,852-99.8% | $13,880-99.7% | $10,885-99.6% |