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 | $114,723 | $159,602-28.1% | $150,045-23.5% | $142,382-19.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.59% | 70.24%-52.6pp | 62.55%-45.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $6,631 | $4,961+33.7% | $4,693+41.3% | $4,299+54.2% |
| Participant deferral / active EE | $6,611 | $8,310-20.5% | $7,997-17.3% | $6,507+1.6% |
| Admin fee / account holder | $102 | $14,846-99.3% | $13,435-99.2% | $12,624-99.2% |