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 | $65,645 | $198,466-66.9% | $170,442-61.5% | $147,584-55.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.22% | 257.29%-240.1pp | 205.93%-188.7pp | 578.55%-561.3pp |
| Employer contribution / active EE | $2,069 | $6,184-66.5% | $5,433-61.9% | $4,876-57.6% |
| Participant deferral / active EE | $4,922 | $5,629-12.6% | $4,939-0.4% | $5,439-9.5% |
| Admin fee / account holder | $169 | $16,852-99.0% | $13,880-98.8% | $10,885-98.4% |