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 | $91,606 | $198,466-53.8% | $170,442-46.3% | $147,584-37.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.24% | 257.29%-244.1pp | 205.93%-192.7pp | 578.55%-565.3pp |
| Employer contribution / active EE | $2,533 | $6,184-59.0% | $5,433-53.4% | $4,876-48.0% |
| Participant deferral / active EE | $7,380 | $5,629+31.1% | $4,939+49.4% | $5,439+35.7% |
| Admin fee / account holder | $142 | $16,852-99.2% | $13,880-99.0% | $10,885-98.7% |