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 | $99,435 | $159,602-37.7% | $150,045-33.7% | $142,382-30.2% |
| Participation rate | 94.4% | 84.0%+10.5pp | 82.3%+12.1pp | 80.1%+14.3pp |
| Annual return | 15.99% | 70.24%-54.2pp | 62.55%-46.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $6,195 | $4,961+24.9% | $4,693+32.0% | $4,299+44.1% |
| Participant deferral / active EE | $3,825 | $8,310-54.0% | $7,997-52.2% | $6,507-41.2% |
| Admin fee / account holder | $226 | $14,846-98.5% | $13,435-98.3% | $12,624-98.2% |