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 | $73,319 | $209,411-65.0% | $178,490-58.9% | $158,922-53.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.87% | 188.75%-172.9pp | 151.07%-135.2pp | 302.83%-287.0pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,035 | $5,954-32.2% | $5,202-22.4% | $5,982-32.6% |
| Admin fee / account holder | $296 | $17,074-98.3% | $13,984-97.9% | $11,246-97.4% |