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 | $88,181 | $198,466-55.6% | $170,442-48.3% | $147,584-40.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.83% | 257.29%-237.5pp | 205.93%-186.1pp | 578.55%-558.7pp |
| Employer contribution / active EE | $3,850 | $6,184-37.7% | $5,433-29.1% | $4,876-21.0% |
| Participant deferral / active EE | $4,768 | $5,629-15.3% | $4,939-3.5% | $5,439-12.3% |
| Admin fee / account holder | $146 | $16,852-99.1% | $13,880-98.9% | $10,885-98.7% |