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 | $65,364 | $209,411-68.8% | $178,490-63.4% | $158,922-58.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.45% | 188.75%-176.3pp | 151.07%-138.6pp | 302.83%-290.4pp |
| Employer contribution / active EE | $2,186 | $5,706-61.7% | $5,011-56.4% | $4,761-54.1% |
| Participant deferral / active EE | $4,886 | $5,954-17.9% | $5,202-6.1% | $5,982-18.3% |
| Admin fee / account holder | $82 | $17,074-99.5% | $13,984-99.4% | $11,246-99.3% |