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 | $68,801 | $177,572-61.3% | $154,803-55.6% | $142,382-51.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.94% | 65.07%-51.1pp | 58.88%-44.9pp | 217.08%-203.1pp |
| Employer contribution / active EE | $10,149 | $4,810+111.0% | $4,305+135.7% | $4,299+136.1% |
| Participant deferral / active EE | $4,851 | $6,272-22.7% | $5,540-12.4% | $6,507-25.5% |
| Admin fee / account holder | $270 | $16,786-98.4% | $14,329-98.1% | $12,624-97.9% |