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 | $43,600 | $198,466-78.0% | $170,442-74.4% | $147,584-70.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 203.38% | 257.29%-53.9pp | 205.93%-2.5pp | 578.55%-375.2pp |
| Employer contribution / active EE | $4,067 | $6,184-34.2% | $5,433-25.1% | $4,876-16.6% |
| Participant deferral / active EE | $8,631 | $5,629+53.3% | $4,939+74.7% | $5,439+58.7% |
| Admin fee / account holder | $2 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |