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 | $85,760 | $124,281-31.0% | $109,143-21.4% | $167,490-48.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 23.49% | 26.04%-2.6pp | 25.75%-2.3pp | 478.56%-455.1pp |
| Employer contribution / active EE | $8,474 | $4,207+101.4% | $3,722+127.7% | $4,837+75.2% |
| Participant deferral / active EE | $2,289 | $5,255-56.5% | $4,653-50.8% | $6,341-63.9% |
| Admin fee / account holder | $211 | $7,970-97.4% | $6,752-96.9% | $12,309-98.3% |