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 | $93,112 | $198,466-53.1% | $170,442-45.4% | $147,584-36.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.74% | 257.29%-241.6pp | 205.93%-190.2pp | 578.55%-562.8pp |
| Employer contribution / active EE | $8,272 | $6,184+33.8% | $5,433+52.3% | $4,876+69.6% |
| Participant deferral / active EE | $17,865 | $5,629+217.4% | $4,939+261.7% | $5,439+228.5% |
| Admin fee / account holder | $259 | $16,852-98.5% | $13,880-98.1% | $10,885-97.6% |