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 | $100,484 | $217,402-53.8% | $185,823-45.9% | $167,490-40.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.65% | 148.36%-137.7pp | 122.05%-111.4pp | 478.56%-467.9pp |
| Employer contribution / active EE | $2,114 | $5,873-64.0% | $5,167-59.1% | $4,837-56.3% |
| Participant deferral / active EE | $4,797 | $6,356-24.5% | $5,568-13.8% | $6,341-24.4% |
| Admin fee / account holder | $52 | $19,811-99.7% | $16,237-99.7% | $12,309-99.6% |