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 | $92,558 | $148,534-37.7% | $135,903-31.9% | $139,434-33.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.91% | 79.19%-59.3pp | 68.23%-48.3pp | 372.94%-353.0pp |
| Employer contribution / active EE | $11,405 | $5,243+117.5% | $4,856+134.9% | $4,751+140.1% |
| Participant deferral / active EE | $9,989 | $8,100+23.3% | $7,758+28.8% | $6,710+48.9% |
| Admin fee / account holder | $238 | $12,400-98.1% | $10,762-97.8% | $11,403-97.9% |