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 | $53,768 | $198,466-72.9% | $170,442-68.5% | $147,584-63.6% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 10.10% | 257.29%-247.2pp | 205.93%-195.8pp | 578.55%-568.4pp |
| Employer contribution / active EE | $6,114 | $6,184-1.1% | $5,433+12.5% | $4,876+25.4% |
| Participant deferral / active EE | $12,048 | $5,629+114.0% | $4,939+143.9% | $5,439+121.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |