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 | $94,406 | $154,228-38.8% | $145,433-35.1% | $137,256-31.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.03% | 74.59%-56.6pp | 66.58%-48.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $5,275 | $4,804+9.8% | $4,554+15.8% | $4,156+26.9% |
| Participant deferral / active EE | $7,022 | $8,216-14.5% | $7,897-11.1% | $6,407+9.6% |
| Admin fee / account holder | $20 | $14,344-99.9% | $13,129-99.8% | $12,270-99.8% |