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 | $38,815 | $180,449-78.5% | $154,107-74.8% | $135,375-71.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.00% | 888.09%-894.1pp | 735.12%-741.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $7,419 | $6,035+22.9% | $5,298+40.1% | $4,779+55.3% |
| Participant deferral / active EE | $5,486 | $5,806-5.5% | $5,081+8.0% | $5,609-2.2% |
| Admin fee / account holder | $76 | $16,143-99.5% | $13,411-99.4% | $10,827-99.3% |