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 | $44,872 | $112,096-60.0% | $95,952-53.2% | $158,922-71.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 24.64% | 171.09%-146.5pp | 91.61%-67.0pp | 302.83%-278.2pp |
| Employer contribution / active EE | $8,634 | $3,198+170.0% | $2,541+239.8% | $4,761+81.3% |
| Participant deferral / active EE | $4,608 | $4,784-3.7% | $4,167+10.6% | $5,982-23.0% |
| Admin fee / account holder | $209 | $10,130-97.9% | $6,795-96.9% | $11,246-98.1% |