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 | $43,699 | $217,402-79.9% | $185,823-76.5% | $167,490-73.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 23.35% | 148.36%-125.0pp | 122.05%-98.7pp | 478.56%-455.2pp |
| Employer contribution / active EE | $5,984 | $5,873+1.9% | $5,167+15.8% | $4,837+23.7% |
| Participant deferral / active EE | $17,875 | $6,356+181.2% | $5,568+221.0% | $6,341+181.9% |
| Admin fee / account holder | $193 | $19,811-99.0% | $16,237-98.8% | $12,309-98.4% |