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 | $56,903 | $202,318-71.9% | $172,739-67.1% | $152,861-62.8% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 21.83% | 1029.65%-1007.8pp | 802.84%-781.0pp | 345.32%-323.5pp |
| Employer contribution / active EE | $10,414 | $5,856+77.8% | $5,143+102.5% | $4,762+118.7% |
| Participant deferral / active EE | $6,099 | $5,948+2.5% | $5,198+17.4% | $5,850+4.3% |
| Admin fee / account holder | $254 | $17,109-98.5% | $13,954-98.2% | $11,596-97.8% |