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 | $105,130 | $232,540-54.8% | $185,117-43.2% | $147,584-28.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 14.31% | 43.03%-28.7pp | 40.50%-26.2pp | 578.55%-564.2pp |
| Employer contribution / active EE | $5,642 | $5,195+8.6% | $4,182+34.9% | $4,876+15.7% |
| Participant deferral / active EE | $5,451 | $5,834-6.6% | $5,045+8.1% | $5,439+0.2% |
| Admin fee / account holder | $88 | $10,275-99.1% | $8,159-98.9% | $10,885-99.2% |