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 | $55,112 | $217,402-74.6% | $185,823-70.3% | $167,490-67.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.95% | 148.36%-132.4pp | 122.05%-106.1pp | 478.56%-462.6pp |
| Employer contribution / active EE | $6,386 | $5,873+8.7% | $5,167+23.6% | $4,837+32.0% |
| Participant deferral / active EE | $5,895 | $6,356-7.3% | $5,568+5.9% | $6,341-7.0% |
| Admin fee / account holder | $295 | $19,811-98.5% | $16,237-98.2% | $12,309-97.6% |