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 | $114,985 | $148,534-22.6% | $135,903-15.4% | $139,434-17.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.35% | 79.19%-66.8pp | 68.23%-55.9pp | 372.94%-360.6pp |
| Employer contribution / active EE | $1,408 | $5,243-73.1% | $4,856-71.0% | $4,751-70.4% |
| Participant deferral / active EE | $6,461 | $8,100-20.2% | $7,758-16.7% | $6,710-3.7% |
| Admin fee / account holder | $198 | $12,400-98.4% | $10,762-98.2% | $11,403-98.3% |