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 | $80,086 | $198,466-59.6% | $170,442-53.0% | $147,584-45.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.87% | 257.29%-241.4pp | 205.93%-190.1pp | 578.55%-562.7pp |
| Employer contribution / active EE | $3,209 | $6,184-48.1% | $5,433-40.9% | $4,876-34.2% |
| Participant deferral / active EE | $4,291 | $5,629-23.8% | $4,939-13.1% | $5,439-21.1% |
| Admin fee / account holder | $239 | $16,852-98.6% | $13,880-98.3% | $10,885-97.8% |