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 | $51,016 | $209,411-75.6% | $178,490-71.4% | $158,922-67.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.99% | 188.75%-171.8pp | 151.07%-134.1pp | 302.83%-285.8pp |
| Employer contribution / active EE | $2,344 | $5,706-58.9% | $5,011-53.2% | $4,761-50.8% |
| Participant deferral / active EE | $3,930 | $5,954-34.0% | $5,202-24.4% | $5,982-34.3% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |