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 | $100,432 | $106,890-6.0% | $84,015+19.5% | $152,861-34.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 17.59% | 104.99%-87.4pp | 71.31%-53.7pp | 345.32%-327.7pp |
| Employer contribution / active EE | $3,404 | $2,734+24.5% | $1,983+71.6% | $4,762-28.5% |
| Participant deferral / active EE | $4,129 | $4,011+2.9% | $3,239+27.5% | $5,850-29.4% |
| Admin fee / account holder | $176 | $8,285-97.9% | $6,101-97.1% | $11,596-98.5% |