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 | $132,081 | $159,602-17.2% | $150,045-12.0% | $142,382-7.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.72% | 70.24%-50.5pp | 62.55%-42.8pp | 217.08%-197.4pp |
| Employer contribution / active EE | $11,300 | $4,961+127.8% | $4,693+140.8% | $4,299+162.9% |
| Participant deferral / active EE | $6,068 | $8,310-27.0% | $7,997-24.1% | $6,507-6.8% |
| Admin fee / account holder | $38 | $14,846-99.7% | $13,435-99.7% | $12,624-99.7% |