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 | $83,215 | $190,805-56.4% | $159,960-48.0% | $134,475-38.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 0.44% | 552.23%-551.8pp | 408.60%-408.2pp | 417.96%-417.5pp |
| Employer contribution / active EE | $7,480 | $4,995+49.7% | $4,226+77.0% | $4,740+57.8% |
| Participant deferral / active EE | $22,233 | $6,923+221.2% | $6,182+259.6% | $6,400+247.4% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |