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 | $110,623 | $148,534-25.5% | $135,903-18.6% | $139,434-20.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.64% | 79.19%-61.5pp | 68.23%-50.6pp | 372.94%-355.3pp |
| Employer contribution / active EE | $5,689 | $5,243+8.5% | $4,856+17.1% | $4,751+19.7% |
| Participant deferral / active EE | $12,107 | $8,100+49.5% | $7,758+56.1% | $6,710+80.4% |
| Admin fee / account holder | $293 | $12,400-97.6% | $10,762-97.3% | $11,403-97.4% |