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 | $120,356 | $209,411-42.5% | $178,490-32.6% | $158,922-24.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.92% | 188.75%-170.8pp | 151.07%-133.2pp | 302.83%-284.9pp |
| Employer contribution / active EE | $13,897 | $5,706+143.5% | $5,011+177.4% | $4,761+191.9% |
| Participant deferral / active EE | $5,950 | $5,954-0.1% | $5,202+14.4% | $5,982-0.5% |
| Admin fee / account holder | $43 | $17,074-99.7% | $13,984-99.7% | $11,246-99.6% |