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 | $93,112 | $165,335-43.7% | $149,696-37.8% | $158,922-41.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.45% | 348.15%-339.7pp | 276.60%-268.2pp | 302.83%-294.4pp |
| Employer contribution / active EE | $4,523 | $5,103-11.4% | $4,644-2.6% | $4,761-5.0% |
| Participant deferral / active EE | $7,242 | $7,181+0.8% | $6,842+5.9% | $5,982+21.1% |
| Admin fee / account holder | $150 | $10,807-98.6% | $9,309-98.4% | $11,246-98.7% |