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 | $104,355 | $197,591-47.2% | $177,821-41.3% | $158,922-34.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.37% | 58.76%-41.4pp | 48.32%-31.0pp | 302.83%-285.5pp |
| Employer contribution / active EE | $2,274 | $6,697-66.1% | $5,918-61.6% | $4,761-52.2% |
| Participant deferral / active EE | $3,681 | $8,405-56.2% | $7,714-52.3% | $5,982-38.5% |
| Admin fee / account holder | $270 | $15,399-98.2% | $12,427-97.8% | $11,246-97.6% |