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 | $77,456 | $111,535-30.6% | $105,223-26.4% | $137,256-43.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.07% | 237.85%-225.8pp | 180.65%-168.6pp | 220.34%-208.3pp |
| Employer contribution / active EE | $3,777 | $3,939-4.1% | $3,689+2.4% | $4,156-9.1% |
| Participant deferral / active EE | $5,025 | $5,500-8.6% | $5,072-0.9% | $6,407-21.6% |
| Admin fee / account holder | $292 | $9,721-97.0% | $8,859-96.7% | $12,270-97.6% |