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 | $88,577 | $105,126-15.7% | $94,646-6.4% | $139,434-36.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 18.58% | 38.03%-19.5pp | 156.71%-138.1pp | 372.94%-354.4pp |
| Employer contribution / active EE | $4,413 | $4,106+7.5% | $3,672+20.2% | $4,751-7.1% |
| Participant deferral / active EE | $10,198 | $7,599+34.2% | $7,418+37.5% | $6,710+52.0% |
| Admin fee / account holder | $119 | $8,984-98.7% | $7,231-98.4% | $11,403-99.0% |