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 | $53,483 | $197,591-72.9% | $177,821-69.9% | $158,922-66.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.62% | 58.76%-50.1pp | 48.32%-39.7pp | 302.83%-294.2pp |
| Employer contribution / active EE | $3,861 | $6,697-42.4% | $5,918-34.8% | $4,761-18.9% |
| Participant deferral / active EE | $7,235 | $8,405-13.9% | $7,714-6.2% | $5,982+20.9% |
| Admin fee / account holder | $252 | $15,399-98.4% | $12,427-98.0% | $11,246-97.8% |