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 | $75,208 | $175,202-57.1% | $149,673-49.8% | $139,434-46.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 25.23% | 166.71%-141.5pp | 134.42%-109.2pp | 372.94%-347.7pp |
| Employer contribution / active EE | $0 | $5,474-100.0% | $4,818-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $9,522 | $6,519+46.1% | $5,680+67.6% | $6,710+41.9% |
| Admin fee / account holder | $183 | $16,150-98.9% | $13,210-98.6% | $11,403-98.4% |