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 4-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 | $101,898 | $154,228-33.9% | $145,433-29.9% | $137,256-25.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.36% | 74.59%-55.2pp | 66.58%-47.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $5,344 | $4,804+11.2% | $4,554+17.3% | $4,156+28.6% |
| Participant deferral / active EE | $10,925 | $8,216+33.0% | $7,897+38.3% | $6,407+70.5% |
| Admin fee / account holder | $121 | $14,344-99.2% | $13,129-99.1% | $12,270-99.0% |