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 | $56,989 | $165,335-65.5% | $149,696-61.9% | $158,922-64.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.90% | 348.15%-327.2pp | 276.60%-255.7pp | 302.83%-281.9pp |
| Employer contribution / active EE | $2,461 | $5,103-51.8% | $4,644-47.0% | $4,761-48.3% |
| Participant deferral / active EE | $6,110 | $7,181-14.9% | $6,842-10.7% | $5,982+2.1% |
| Admin fee / account holder | $162 | $10,807-98.5% | $9,309-98.3% | $11,246-98.6% |