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 | $88,662 | $197,591-55.1% | $177,821-50.1% | $158,922-44.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 25.07% | 58.76%-33.7pp | 48.32%-23.3pp | 302.83%-277.8pp |
| Employer contribution / active EE | $7,924 | $6,697+18.3% | $5,918+33.9% | $4,761+66.4% |
| Participant deferral / active EE | $5,846 | $8,405-30.5% | $7,714-24.2% | $5,982-2.3% |
| Admin fee / account holder | $214 | $15,399-98.6% | $12,427-98.3% | $11,246-98.1% |