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 | $45,620 | $209,411-78.2% | $178,490-74.4% | $158,922-71.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.53% | 188.75%-170.2pp | 151.07%-132.5pp | 302.83%-284.3pp |
| Employer contribution / active EE | $4,765 | $5,706-16.5% | $5,011-4.9% | $4,761+0.1% |
| Participant deferral / active EE | $5,310 | $5,954-10.8% | $5,202+2.1% | $5,982-11.2% |
| Admin fee / account holder | $35 | $17,074-99.8% | $13,984-99.7% | $11,246-99.7% |