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 | $102,698 | $209,411-51.0% | $178,490-42.5% | $158,922-35.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.21% | 188.75%-181.5pp | 151.07%-143.9pp | 302.83%-295.6pp |
| Employer contribution / active EE | $8,244 | $5,706+44.5% | $5,011+64.5% | $4,761+73.2% |
| Participant deferral / active EE | $8,068 | $5,954+35.5% | $5,202+55.1% | $5,982+34.9% |
| Admin fee / account holder | $123 | $17,074-99.3% | $13,984-99.1% | $11,246-98.9% |