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 | $91,248 | $197,591-53.8% | $177,821-48.7% | $158,922-42.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.93% | 58.76%-42.8pp | 48.32%-32.4pp | 302.83%-286.9pp |
| Employer contribution / active EE | $1,616 | $6,697-75.9% | $5,918-72.7% | $4,761-66.1% |
| Participant deferral / active EE | $13,488 | $8,405+60.5% | $7,714+74.9% | $5,982+125.5% |
| Admin fee / account holder | $16 | $15,399-99.9% | $12,427-99.9% | $11,246-99.9% |