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 | $51,849 | $179,726-71.2% | $156,263-66.8% | $142,382-63.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.19% | 77.86%-58.7pp | 59.47%-40.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $6,309 | $5,069+24.5% | $4,333+45.6% | $4,299+46.8% |
| Participant deferral / active EE | $4,540 | $6,956-34.7% | $6,158-26.3% | $6,507-30.2% |
| Admin fee / account holder | $131 | $17,272-99.2% | $14,255-99.1% | $12,624-99.0% |