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 | $76,184 | $157,256-51.6% | $141,162-46.0% | $152,861-50.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.99% | 64.32%-42.3pp | 71.39%-49.4pp | 345.32%-323.3pp |
| Employer contribution / active EE | $7,945 | $5,261+51.0% | $4,735+67.8% | $4,762+66.8% |
| Participant deferral / active EE | $10,948 | $7,109+54.0% | $6,709+63.2% | $5,850+87.1% |
| Admin fee / account holder | $181 | $12,120-98.5% | $10,261-98.2% | $11,596-98.4% |