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 | $36,508 | $209,411-82.6% | $178,490-79.5% | $158,922-77.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.77% | 188.75%-173.0pp | 151.07%-135.3pp | 302.83%-287.1pp |
| Employer contribution / active EE | $4,785 | $5,706-16.1% | $5,011-4.5% | $4,761+0.5% |
| Participant deferral / active EE | $4,674 | $5,954-21.5% | $5,202-10.1% | $5,982-21.9% |
| Admin fee / account holder | $186 | $17,074-98.9% | $13,984-98.7% | $11,246-98.3% |