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 | $71,468 | $175,202-59.2% | $149,673-52.3% | $139,434-48.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.47% | 166.71%-150.2pp | 134.42%-117.9pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,434 | $5,474-73.8% | $4,818-70.2% | $4,751-69.8% |
| Participant deferral / active EE | $4,335 | $6,519-33.5% | $5,680-23.7% | $6,710-35.4% |
| Admin fee / account holder | $222 | $16,150-98.6% | $13,210-98.3% | $11,403-98.0% |