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 | $88,889 | $198,466-55.2% | $170,442-47.8% | $147,584-39.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.99% | 257.29%-243.3pp | 205.93%-191.9pp | 578.55%-564.6pp |
| Employer contribution / active EE | $4,401 | $6,184-28.8% | $5,433-19.0% | $4,876-9.7% |
| Participant deferral / active EE | $10,817 | $5,629+92.1% | $4,939+119.0% | $5,439+98.9% |
| Admin fee / account holder | $133 | $16,852-99.2% | $13,880-99.0% | $10,885-98.8% |