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 | $38,237 | $154,228-75.2% | $145,433-73.7% | $137,256-72.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.24% | 74.59%-53.3pp | 66.58%-45.3pp | 220.34%-199.1pp |
| Employer contribution / active EE | $6,103 | $4,804+27.0% | $4,554+34.0% | $4,156+46.8% |
| Participant deferral / active EE | $17,113 | $8,216+108.3% | $7,897+116.7% | $6,407+167.1% |
| Admin fee / account holder | $139 | $14,344-99.0% | $13,129-98.9% | $12,270-98.9% |