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 | $89,801 | $183,519-51.1% | $155,509-42.3% | $145,922-38.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.79% | 61.17%-51.4pp | 64.67%-54.9pp | 561.29%-551.5pp |
| Employer contribution / active EE | $2,525 | $5,313-52.5% | $4,672-46.0% | $4,660-45.8% |
| Participant deferral / active EE | $9,895 | $6,462+53.1% | $5,626+75.9% | $6,688+48.0% |
| Admin fee / account holder | $98 | $19,313-99.5% | $15,912-99.4% | $13,397-99.3% |