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 | $113,565 | $152,460-25.5% | $118,746-4.4% | $147,584-23.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 18.40% | 17.41%+1.0pp | 24.54%-6.1pp | 578.55%-560.1pp |
| Employer contribution / active EE | $5,630 | $5,046+11.6% | $4,193+34.3% | $4,876+15.5% |
| Participant deferral / active EE | $17,148 | $6,212+176.0% | $5,332+221.6% | $5,439+215.3% |
| Admin fee / account holder | $274 | $16,953-98.4% | $10,720-97.4% | $10,885-97.5% |