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 5-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 | $85,604 | $179,726-52.4% | $156,263-45.2% | $142,382-39.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 11.99% | 77.86%-65.9pp | 59.47%-47.5pp | 217.08%-205.1pp |
| Employer contribution / active EE | $4,235 | $5,069-16.5% | $4,333-2.3% | $4,299-1.5% |
| Participant deferral / active EE | $10,558 | $6,956+51.8% | $6,158+71.4% | $6,507+62.3% |
| Admin fee / account holder | $229 | $17,272-98.7% | $14,255-98.4% | $12,624-98.2% |