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 | $70,709 | $198,466-64.4% | $170,442-58.5% | $147,584-52.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.16% | 257.29%-241.1pp | 205.93%-189.8pp | 578.55%-562.4pp |
| Employer contribution / active EE | $13,050 | $6,184+111.0% | $5,433+140.2% | $4,876+167.6% |
| Participant deferral / active EE | $8,733 | $5,629+55.1% | $4,939+76.8% | $5,439+60.6% |
| Admin fee / account holder | $241 | $16,852-98.6% | $13,880-98.3% | $10,885-97.8% |