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 | $111,467 | $226,064-50.7% | $182,532-38.9% | $152,861-27.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 26.45% | 192.51%-166.1pp | 148.54%-122.1pp | 345.32%-318.9pp |
| Employer contribution / active EE | $867 | $4,978-82.6% | $4,076-78.7% | $4,762-81.8% |
| Participant deferral / active EE | $9,447 | $6,368+48.4% | $5,524+71.0% | $5,850+61.5% |
| Admin fee / account holder | $88 | $10,703-99.2% | $8,592-99.0% | $11,596-99.2% |