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 | $72,336 | $175,202-58.7% | $149,673-51.7% | $139,434-48.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.42% | 166.71%-152.3pp | 134.42%-120.0pp | 372.94%-358.5pp |
| Employer contribution / active EE | $1,695 | $5,474-69.0% | $4,818-64.8% | $4,751-64.3% |
| Participant deferral / active EE | $8,345 | $6,519+28.0% | $5,680+46.9% | $6,710+24.4% |
| Admin fee / account holder | $89 | $16,150-99.5% | $13,210-99.3% | $11,403-99.2% |