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 | $63,282 | $165,335-61.7% | $149,696-57.7% | $158,922-60.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.69% | 348.15%-324.5pp | 276.60%-252.9pp | 302.83%-279.1pp |
| Employer contribution / active EE | $2,876 | $5,103-43.6% | $4,644-38.1% | $4,761-39.6% |
| Participant deferral / active EE | $11,568 | $7,181+61.1% | $6,842+69.1% | $5,982+93.4% |
| Admin fee / account holder | $126 | $10,807-98.8% | $9,309-98.6% | $11,246-98.9% |