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 | $121,721 | $154,228-21.1% | $145,433-16.3% | $137,256-11.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.37% | 74.59%-56.2pp | 66.58%-48.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $6,231 | $4,804+29.7% | $4,554+36.8% | $4,156+49.9% |
| Participant deferral / active EE | $4,821 | $8,216-41.3% | $7,897-39.0% | $6,407-24.7% |
| Admin fee / account holder | $300 | $14,344-97.9% | $13,129-97.7% | $12,270-97.6% |