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 | $84,055 | $180,449-53.4% | $154,107-45.5% | $135,375-37.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 2.01% | 888.09%-886.1pp | 735.12%-733.1pp | 519.73%-517.7pp |
| Employer contribution / active EE | $4,784 | $6,035-20.7% | $5,298-9.7% | $4,779+0.1% |
| Participant deferral / active EE | $12,333 | $5,806+112.4% | $5,081+142.8% | $5,609+119.9% |
| Admin fee / account holder | $249 | $16,143-98.5% | $13,411-98.1% | $10,827-97.7% |