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 | $39,207 | $198,466-80.2% | $170,442-77.0% | $147,584-73.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.45% | 257.29%-246.8pp | 205.93%-195.5pp | 578.55%-568.1pp |
| Employer contribution / active EE | $2,168 | $6,184-64.9% | $5,433-60.1% | $4,876-55.5% |
| Participant deferral / active EE | $4,981 | $5,629-11.5% | $4,939+0.8% | $5,439-8.4% |
| Admin fee / account holder | $291 | $16,852-98.3% | $13,880-97.9% | $10,885-97.3% |