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 | $65,445 | $183,963-64.4% | $162,163-59.6% | $152,861-57.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 13.38% | 150.76%-137.4pp | 115.59%-102.2pp | 345.32%-331.9pp |
| Employer contribution / active EE | $6,037 | $6,371-5.2% | $5,614+7.5% | $4,762+26.8% |
| Participant deferral / active EE | $3,103 | $8,034-61.4% | $7,298-57.5% | $5,850-47.0% |
| Admin fee / account holder | $173 | $13,121-98.7% | $10,843-98.4% | $11,596-98.5% |