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 | $86,517 | $217,402-60.2% | $185,823-53.4% | $167,490-48.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.01% | 148.36%-133.3pp | 122.05%-107.0pp | 478.56%-463.5pp |
| Employer contribution / active EE | $6,172 | $5,873+5.1% | $5,167+19.5% | $4,837+27.6% |
| Participant deferral / active EE | $0 | $6,356-100.0% | $5,568-100.0% | $6,341-100.0% |
| Admin fee / account holder | $30 | $19,811-99.8% | $16,237-99.8% | $12,309-99.8% |