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 | $104,198 | $165,335-37.0% | $149,696-30.4% | $158,922-34.4% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 8.36% | 348.15%-339.8pp | 276.60%-268.2pp | 302.83%-294.5pp |
| Employer contribution / active EE | $17,458 | $5,103+242.1% | $4,644+275.9% | $4,761+266.7% |
| Participant deferral / active EE | $4,550 | $7,181-36.6% | $6,842-33.5% | $5,982-23.9% |
| Admin fee / account holder | $119 | $10,807-98.9% | $9,309-98.7% | $11,246-98.9% |