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 | $88,594 | $114,381-22.5% | $107,525-17.6% | $142,382-37.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.72% | 242.71%-228.0pp | 181.32%-166.6pp | 217.08%-202.4pp |
| Employer contribution / active EE | $3,713 | $4,015-7.5% | $3,754-1.1% | $4,299-13.6% |
| Participant deferral / active EE | $11,581 | $5,564+108.1% | $5,116+126.4% | $6,507+78.0% |
| Admin fee / account holder | $230 | $9,860-97.7% | $8,919-97.4% | $12,624-98.2% |