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 | $124,606 | $198,466-37.2% | $170,442-26.9% | $147,584-15.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.29% | 257.29%-243.0pp | 205.93%-191.6pp | 578.55%-564.3pp |
| Employer contribution / active EE | $1,951 | $6,184-68.4% | $5,433-64.1% | $4,876-60.0% |
| Participant deferral / active EE | $5,557 | $5,629-1.3% | $4,939+12.5% | $5,439+2.2% |
| Admin fee / account holder | $99 | $16,852-99.4% | $13,880-99.3% | $10,885-99.1% |