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 | $90,627 | $176,056-48.5% | $159,436-43.2% | $167,490-45.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.24% | 331.75%-312.5pp | 263.57%-244.3pp | 478.56%-459.3pp |
| Employer contribution / active EE | $2,279 | $5,297-57.0% | $4,829-52.8% | $4,837-52.9% |
| Participant deferral / active EE | $6,917 | $7,750-10.8% | $7,352-5.9% | $6,341+9.1% |
| Admin fee / account holder | $35 | $12,554-99.7% | $10,799-99.7% | $12,309-99.7% |