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 | $69,939 | $154,228-54.7% | $145,433-51.9% | $137,256-49.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.01% | 74.59%-57.6pp | 66.58%-49.6pp | 220.34%-203.3pp |
| Employer contribution / active EE | $3,925 | $4,804-18.3% | $4,554-13.8% | $4,156-5.6% |
| Participant deferral / active EE | $5,281 | $8,216-35.7% | $7,897-33.1% | $6,407-17.6% |
| Admin fee / account holder | $133 | $14,344-99.1% | $13,129-99.0% | $12,270-98.9% |