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 | $44,706 | $217,402-79.4% | $185,823-75.9% | $167,490-73.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.57% | 148.36%-137.8pp | 122.05%-111.5pp | 478.56%-468.0pp |
| Employer contribution / active EE | $5,108 | $5,873-13.0% | $5,167-1.1% | $4,837+5.6% |
| Participant deferral / active EE | $2,881 | $6,356-54.7% | $5,568-48.3% | $6,341-54.6% |
| Admin fee / account holder | $172 | $19,811-99.1% | $16,237-98.9% | $12,309-98.6% |