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 | $51,639 | $159,602-67.6% | $150,045-65.6% | $142,382-63.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.29% | 70.24%-53.9pp | 62.55%-46.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,276 | $4,961-74.3% | $4,693-72.8% | $4,299-70.3% |
| Participant deferral / active EE | $6,322 | $8,310-23.9% | $7,997-20.9% | $6,507-2.8% |
| Admin fee / account holder | $289 | $14,846-98.1% | $13,435-97.8% | $12,624-97.7% |