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 | $125,920 | $209,411-39.9% | $178,490-29.5% | $158,922-20.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.98% | 188.75%-180.8pp | 151.07%-143.1pp | 302.83%-294.8pp |
| Employer contribution / active EE | $1,667 | $5,706-70.8% | $5,011-66.7% | $4,761-65.0% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $116 | $17,074-99.3% | $13,984-99.2% | $11,246-99.0% |