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 | $87,264 | $112,881-22.7% | $90,951-4.1% | $158,922-45.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 9.54% | 215.79%-206.3pp | 134.60%-125.1pp | 302.83%-293.3pp |
| Employer contribution / active EE | $5,775 | $2,893+99.6% | $2,122+172.2% | $4,761+21.3% |
| Participant deferral / active EE | $2,868 | $4,128-30.5% | $3,373-15.0% | $5,982-52.1% |
| Admin fee / account holder | $15 | $8,041-99.8% | $5,959-99.8% | $11,246-99.9% |