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 | $108,744 | $201,272-46.0% | $184,203-41.0% | $145,922-25.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.04% | 29.00%-12.0pp | 28.81%-11.8pp | 561.29%-544.2pp |
| Employer contribution / active EE | $2,860 | $7,022-59.3% | $6,427-55.5% | $4,660-38.6% |
| Participant deferral / active EE | $8,114 | $9,806-17.3% | $9,131-11.1% | $6,688+21.3% |
| Admin fee / account holder | $204 | $16,364-98.8% | $13,901-98.5% | $13,397-98.5% |