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 | $54,312 | $157,256-65.5% | $141,162-61.5% | $152,861-64.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.03% | 64.32%-40.3pp | 71.39%-47.4pp | 345.32%-321.3pp |
| Employer contribution / active EE | $4,760 | $5,261-9.5% | $4,735+0.5% | $4,7620% |
| Participant deferral / active EE | $9,112 | $7,109+28.2% | $6,709+35.8% | $5,850+55.8% |
| Admin fee / account holder | $248 | $12,120-98.0% | $10,261-97.6% | $11,596-97.9% |