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 | $67,712 | $165,335-59.0% | $149,696-54.8% | $158,922-57.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.54% | 348.15%-336.6pp | 276.60%-265.1pp | 302.83%-291.3pp |
| Employer contribution / active EE | $8,425 | $5,103+65.1% | $4,644+81.4% | $4,761+77.0% |
| Participant deferral / active EE | $2,570 | $7,181-64.2% | $6,842-62.4% | $5,982-57.0% |
| Admin fee / account holder | $256 | $10,807-97.6% | $9,309-97.2% | $11,246-97.7% |