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 | $51,896 | $157,256-67.0% | $141,162-63.2% | $152,861-66.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.45% | 64.32%-47.9pp | 71.39%-54.9pp | 345.32%-328.9pp |
| Employer contribution / active EE | $3,866 | $5,261-26.5% | $4,735-18.4% | $4,762-18.8% |
| Participant deferral / active EE | $18,645 | $7,109+162.3% | $6,709+177.9% | $5,850+218.7% |
| Admin fee / account holder | $243 | $12,120-98.0% | $10,261-97.6% | $11,596-97.9% |