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 | $92,308 | $177,572-48.0% | $154,803-40.4% | $142,382-35.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.53% | 65.07%-51.5pp | 58.88%-45.4pp | 217.08%-203.5pp |
| Employer contribution / active EE | $3,237 | $4,810-32.7% | $4,305-24.8% | $4,299-24.7% |
| Participant deferral / active EE | $6,248 | $6,272-0.4% | $5,540+12.8% | $6,507-4.0% |
| Admin fee / account holder | $174 | $16,786-99.0% | $14,329-98.8% | $12,624-98.6% |