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 | $119,799 | $209,411-42.8% | $178,490-32.9% | $158,922-24.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.03% | 188.75%-177.7pp | 151.07%-140.0pp | 302.83%-291.8pp |
| Employer contribution / active EE | $5,310 | $5,706-7.0% | $5,011+6.0% | $4,761+11.5% |
| Participant deferral / active EE | $5,254 | $5,954-11.8% | $5,202+1.0% | $5,982-12.2% |
| Admin fee / account holder | $261 | $17,074-98.5% | $13,984-98.1% | $11,246-97.7% |