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 | $88,977 | $177,572-49.9% | $154,803-42.5% | $142,382-37.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.65% | 65.07%-43.4pp | 58.88%-37.2pp | 217.08%-195.4pp |
| Employer contribution / active EE | $2,989 | $4,810-37.9% | $4,305-30.6% | $4,299-30.5% |
| Participant deferral / active EE | $8,255 | $6,272+31.6% | $5,540+49.0% | $6,507+26.9% |
| Admin fee / account holder | $107 | $16,786-99.4% | $14,329-99.3% | $12,624-99.2% |