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 | $67,043 | $198,466-66.2% | $170,442-60.7% | $147,584-54.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.04% | 257.29%-239.3pp | 205.93%-187.9pp | 578.55%-560.5pp |
| Employer contribution / active EE | $2,113 | $6,184-65.8% | $5,433-61.1% | $4,876-56.7% |
| Participant deferral / active EE | $2,006 | $5,629-64.4% | $4,939-59.4% | $5,439-63.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |