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 | $108,102 | $168,632-35.9% | $147,614-26.8% | $125,391-13.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.70% | 77.65%-79.3pp | 61.98%-63.7pp | 282.22%-283.9pp |
| Employer contribution / active EE | $16,067 | $6,252+157.0% | $5,564+188.7% | $4,866+230.2% |
| Participant deferral / active EE | $8,558 | $5,507+55.4% | $4,895+74.8% | $5,352+59.9% |
| Admin fee / account holder | $156 | $13,580-98.8% | $11,611-98.7% | $9,540-98.4% |