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 | $41,902 | $165,984-74.8% | $164,813-74.6% | $145,922-71.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.03% | 100.03%-91.0pp | 69.93%-60.9pp | 561.29%-552.3pp |
| Employer contribution / active EE | $12,148 | $5,273+130.4% | $4,341+179.9% | $4,660+160.7% |
| Participant deferral / active EE | $3,411 | $6,959-51.0% | $6,031-43.4% | $6,688-49.0% |
| Admin fee / account holder | $171 | $16,648-99.0% | $12,690-98.7% | $13,397-98.7% |