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 | $119,976 | $52,580+128.2% | $71,671+67.4% | $70,131+71.1% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 13.54% | 20.25%-6.7pp | 20.65%-7.1pp | 73.14%-59.6pp |
| Employer contribution / active EE | $939 | $1,616-41.9% | $2,460-61.8% | $2,342-59.9% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $202 | $3,653-94.5% | $5,558-96.4% | $4,645-95.7% |