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 | $100,666 | $175,202-42.5% | $149,673-32.7% | $139,434-27.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 26.73% | 166.71%-140.0pp | 134.42%-107.7pp | 372.94%-346.2pp |
| Employer contribution / active EE | $4,064 | $5,474-25.8% | $4,818-15.6% | $4,751-14.5% |
| Participant deferral / active EE | $5,005 | $6,519-23.2% | $5,680-11.9% | $6,710-25.4% |
| Admin fee / account holder | $27 | $16,150-99.8% | $13,210-99.8% | $11,403-99.8% |