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 | $92,741 | $121,625-23.7% | $104,607-11.3% | $158,922-41.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 7.25% | 465.26%-458.0pp | 340.46%-333.2pp | 302.83%-295.6pp |
| Employer contribution / active EE | $15,194 | $3,163+380.4% | $2,681+466.8% | $4,761+219.1% |
| Participant deferral / active EE | $4,392 | $4,177+5.1% | $3,740+17.4% | $5,982-26.6% |
| Admin fee / account holder | $0 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |