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 | $116,202 | $198,466-41.4% | $170,442-31.8% | $147,584-21.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.82% | 257.29%-238.5pp | 205.93%-187.1pp | 578.55%-559.7pp |
| Employer contribution / active EE | $4,431 | $6,184-28.3% | $5,433-18.4% | $4,876-9.1% |
| Participant deferral / active EE | $8,771 | $5,629+55.8% | $4,939+77.6% | $5,439+61.3% |
| Admin fee / account holder | $43 | $16,852-99.7% | $13,880-99.7% | $10,885-99.6% |