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 | $126,514 | $154,228-18.0% | $145,433-13.0% | $137,256-7.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.74% | 74.59%-56.9pp | 66.58%-48.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $3,615 | $4,804-24.8% | $4,554-20.6% | $4,156-13.0% |
| Participant deferral / active EE | $15,080 | $8,216+83.5% | $7,897+91.0% | $6,407+135.4% |
| Admin fee / account holder | $268 | $14,344-98.1% | $13,129-98.0% | $12,270-97.8% |