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 | $116,776 | $176,056-33.7% | $159,436-26.8% | $167,490-30.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.71% | 331.75%-316.0pp | 263.57%-247.9pp | 478.56%-462.8pp |
| Employer contribution / active EE | $2,055 | $5,297-61.2% | $4,829-57.4% | $4,837-57.5% |
| Participant deferral / active EE | $4,892 | $7,750-36.9% | $7,352-33.5% | $6,341-22.8% |
| Admin fee / account holder | $19 | $12,554-99.8% | $10,799-99.8% | $12,309-99.8% |