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 | $56,189 | $197,825-71.6% | $155,790-63.9% | $125,391-55.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 8.37% | 86.74%-78.4pp | 71.54%-63.2pp | 282.22%-273.9pp |
| Employer contribution / active EE | $10,658 | $4,847+119.9% | $3,836+177.8% | $4,866+119.0% |
| Participant deferral / active EE | $905 | $5,630-83.9% | $4,797-81.1% | $5,352-83.1% |
| Admin fee / account holder | $237 | $9,545-97.5% | $7,478-96.8% | $9,540-97.5% |