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 | $166,306 | $209,411-20.6% | $178,490-6.8% | $158,922+4.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.33% | 188.75%-175.4pp | 151.07%-137.7pp | 302.83%-289.5pp |
| Employer contribution / active EE | $8,821 | $5,706+54.6% | $5,011+76.0% | $4,761+85.3% |
| Participant deferral / active EE | $5,443 | $5,954-8.6% | $5,202+4.6% | $5,982-9.0% |
| Admin fee / account holder | $106 | $17,074-99.4% | $13,984-99.2% | $11,246-99.1% |