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 | $41,317 | $183,592-77.5% | $155,567-73.4% | $145,959-71.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.13% | 61.24%-51.1pp | 64.74%-54.6pp | 561.95%-551.8pp |
| Employer contribution / active EE | $5,878 | $5,315+10.6% | $4,674+25.8% | $4,661+26.1% |
| Participant deferral / active EE | $4,122 | $6,464-36.2% | $5,628-26.7% | $6,689-38.4% |
| Admin fee / account holder | $145 | $19,318-99.3% | $15,916-99.1% | $13,398-98.9% |