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 | $135,272 | $176,056-23.2% | $159,436-15.2% | $167,490-19.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.89% | 331.75%-310.9pp | 263.57%-242.7pp | 478.56%-457.7pp |
| Employer contribution / active EE | $2,901 | $5,297-45.2% | $4,829-39.9% | $4,837-40.0% |
| Participant deferral / active EE | $9,491 | $7,750+22.5% | $7,352+29.1% | $6,341+49.7% |
| Admin fee / account holder | $71 | $12,554-99.4% | $10,799-99.3% | $12,309-99.4% |