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 | $96,767 | $197,591-51.0% | $177,821-45.6% | $158,922-39.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 20.56% | 58.76%-38.2pp | 48.32%-27.8pp | 302.83%-282.3pp |
| Employer contribution / active EE | $13,406 | $6,697+100.2% | $5,918+126.5% | $4,761+181.6% |
| Participant deferral / active EE | $13,338 | $8,405+58.7% | $7,714+72.9% | $5,982+123.0% |
| Admin fee / account holder | $20 | $15,399-99.9% | $12,427-99.8% | $11,246-99.8% |