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 | $57,335 | $209,411-72.6% | $178,490-67.9% | $158,922-63.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.83% | 188.75%-171.9pp | 151.07%-134.2pp | 302.83%-286.0pp |
| Employer contribution / active EE | $3,899 | $5,706-31.7% | $5,011-22.2% | $4,761-18.1% |
| Participant deferral / active EE | $7,041 | $5,954+18.2% | $5,202+35.4% | $5,982+17.7% |
| Admin fee / account holder | $254 | $17,074-98.5% | $13,984-98.2% | $11,246-97.7% |