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 | $101,102 | $183,519-44.9% | $155,509-35.0% | $145,922-30.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.55% | 61.17%-47.6pp | 64.67%-51.1pp | 561.29%-547.7pp |
| Employer contribution / active EE | $6,382 | $5,313+20.1% | $4,672+36.6% | $4,660+37.0% |
| Participant deferral / active EE | $9,576 | $6,462+48.2% | $5,626+70.2% | $6,688+43.2% |
| Admin fee / account holder | $89 | $19,313-99.5% | $15,912-99.4% | $13,397-99.3% |