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 | $120,314 | $183,519-34.4% | $155,509-22.6% | $145,922-17.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.95% | 61.17%-45.2pp | 64.67%-48.7pp | 561.29%-545.3pp |
| Employer contribution / active EE | $6,109 | $5,313+15.0% | $4,672+30.7% | $4,660+31.1% |
| Participant deferral / active EE | $8,696 | $6,462+34.6% | $5,626+54.6% | $6,688+30.0% |
| Admin fee / account holder | $88 | $19,313-99.5% | $15,912-99.4% | $13,397-99.3% |