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 | $80,892 | $209,411-61.4% | $178,490-54.7% | $158,922-49.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.99% | 188.75%-174.8pp | 151.07%-137.1pp | 302.83%-288.8pp |
| Employer contribution / active EE | $5,400 | $5,706-5.4% | $5,011+7.8% | $4,761+13.4% |
| Participant deferral / active EE | $3,768 | $5,954-36.7% | $5,202-27.6% | $5,982-37.0% |
| Admin fee / account holder | $51 | $17,074-99.7% | $13,984-99.6% | $11,246-99.6% |