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 | $61,792 | $183,519-66.3% | $155,509-60.3% | $145,922-57.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 27.08% | 61.17%-34.1pp | 64.67%-37.6pp | 561.29%-534.2pp |
| Employer contribution / active EE | $5,887 | $5,313+10.8% | $4,672+26.0% | $4,660+26.3% |
| Participant deferral / active EE | $5,544 | $6,462-14.2% | $5,626-1.5% | $6,688-17.1% |
| Admin fee / account holder | $224 | $19,313-98.8% | $15,912-98.6% | $13,397-98.3% |