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 | $68,826 | $197,591-65.2% | $177,821-61.3% | $158,922-56.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 26.44% | 58.76%-32.3pp | 48.32%-21.9pp | 302.83%-276.4pp |
| Employer contribution / active EE | $3,456 | $6,697-48.4% | $5,918-41.6% | $4,761-27.4% |
| Participant deferral / active EE | $13,460 | $8,405+60.1% | $7,714+74.5% | $5,982+125.0% |
| Admin fee / account holder | $74 | $15,399-99.5% | $12,427-99.4% | $11,246-99.3% |