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 | $117,058 | $198,466-41.0% | $170,442-31.3% | $147,584-20.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.78% | 257.29%-247.5pp | 205.93%-196.1pp | 578.55%-568.8pp |
| Employer contribution / active EE | $8,224 | $6,184+33.0% | $5,433+51.4% | $4,876+68.6% |
| Participant deferral / active EE | $11,260 | $5,629+100.0% | $4,939+128.0% | $5,439+107.0% |
| Admin fee / account holder | $151 | $16,852-99.1% | $13,880-98.9% | $10,885-98.6% |