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 | $106,121 | $112,881-6.0% | $90,951+16.7% | $158,922-33.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 17.71% | 215.79%-198.1pp | 134.60%-116.9pp | 302.83%-285.1pp |
| Employer contribution / active EE | $2,974 | $2,893+2.8% | $2,122+40.1% | $4,761-37.5% |
| Participant deferral / active EE | $3,114 | $4,128-24.6% | $3,373-7.7% | $5,982-47.9% |
| Admin fee / account holder | $118 | $8,041-98.5% | $5,959-98.0% | $11,246-99.0% |