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 | $78,383 | $209,411-62.6% | $178,490-56.1% | $158,922-50.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.21% | 188.75%-169.5pp | 151.07%-131.9pp | 302.83%-283.6pp |
| Employer contribution / active EE | $2,617 | $5,706-54.1% | $5,011-47.8% | $4,761-45.0% |
| Participant deferral / active EE | $4,979 | $5,954-16.4% | $5,202-4.3% | $5,982-16.8% |
| Admin fee / account holder | $14 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |