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 | $63,783 | $183,963-65.3% | $162,163-60.7% | $152,861-58.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.73% | 150.76%-132.0pp | 115.59%-96.9pp | 345.32%-326.6pp |
| Employer contribution / active EE | $3,163 | $6,371-50.3% | $5,614-43.6% | $4,762-33.6% |
| Participant deferral / active EE | $8,414 | $8,034+4.7% | $7,298+15.3% | $5,850+43.8% |
| Admin fee / account holder | $30 | $13,121-99.8% | $10,843-99.7% | $11,596-99.7% |