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 | $81,423 | $85,766-5.1% | $136,294-40.3% | $70,131+16.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 22.47% | 31.45%-9.0pp | 5155.94%-5133.5pp | 73.14%-50.7pp |
| Employer contribution / active EE | $3,114 | $2,966+5.0% | $4,695-33.7% | $2,342+32.9% |
| Participant deferral / active EE | $5,937 | $5,051+17.5% | $6,247-5.0% | $3,332+78.2% |
| Admin fee / account holder | $241 | $5,420-95.6% | $9,243-97.4% | $4,645-94.8% |