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 | $74,206 | $112,881-34.3% | $90,951-18.4% | $158,922-53.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 11.38% | 215.79%-204.4pp | 134.60%-123.2pp | 302.83%-291.4pp |
| Employer contribution / active EE | $9,813 | $2,893+239.2% | $2,122+362.4% | $4,761+106.1% |
| Participant deferral / active EE | $20,671 | $4,128+400.8% | $3,373+512.9% | $5,982+245.5% |
| Admin fee / account holder | $83 | $8,041-99.0% | $5,959-98.6% | $11,246-99.3% |