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 | $105,683 | $183,963-42.6% | $162,163-34.8% | $152,861-30.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 25.30% | 150.76%-125.5pp | 115.59%-90.3pp | 345.32%-320.0pp |
| Employer contribution / active EE | $1,987 | $6,371-68.8% | $5,614-64.6% | $4,762-58.3% |
| Participant deferral / active EE | $5,083 | $8,034-36.7% | $7,298-30.3% | $5,850-13.1% |
| Admin fee / account holder | $254 | $13,121-98.1% | $10,843-97.7% | $11,596-97.8% |