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 | $88,960 | $198,466-55.2% | $170,442-47.8% | $147,584-39.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.39% | 257.29%-234.9pp | 205.93%-183.5pp | 578.55%-556.2pp |
| Employer contribution / active EE | $6,686 | $6,184+8.1% | $5,433+23.1% | $4,876+37.1% |
| Participant deferral / active EE | $5,797 | $5,629+3.0% | $4,939+17.4% | $5,439+6.6% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |