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 | $91,326 | $176,056-48.1% | $159,436-42.7% | $167,490-45.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.57% | 331.75%-312.2pp | 263.57%-244.0pp | 478.56%-459.0pp |
| Employer contribution / active EE | $3,513 | $5,297-33.7% | $4,829-27.3% | $4,837-27.4% |
| Participant deferral / active EE | $7,733 | $7,750-0.2% | $7,352+5.2% | $6,341+21.9% |
| Admin fee / account holder | $232 | $12,554-98.2% | $10,799-97.9% | $12,309-98.1% |