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 | $137,895 | $176,056-21.7% | $159,436-13.5% | $167,490-17.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.34% | 331.75%-317.4pp | 263.57%-249.2pp | 478.56%-464.2pp |
| Employer contribution / active EE | $12,158 | $5,297+129.5% | $4,829+151.8% | $4,837+151.3% |
| Participant deferral / active EE | $9,194 | $7,750+18.6% | $7,352+25.1% | $6,341+45.0% |
| Admin fee / account holder | $186 | $12,554-98.5% | $10,799-98.3% | $12,309-98.5% |