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 | $52,506 | $183,963-71.5% | $162,163-67.6% | $152,861-65.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.37% | 150.76%-130.4pp | 115.59%-95.2pp | 345.32%-324.9pp |
| Employer contribution / active EE | $3,683 | $6,371-42.2% | $5,614-34.4% | $4,762-22.7% |
| Participant deferral / active EE | $5,803 | $8,034-27.8% | $7,298-20.5% | $5,850-0.8% |
| Admin fee / account holder | $195 | $13,121-98.5% | $10,843-98.2% | $11,596-98.3% |