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 | $103,380 | $183,519-43.7% | $155,509-33.5% | $145,922-29.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.83% | 61.17%-51.3pp | 64.67%-54.8pp | 561.29%-551.5pp |
| Employer contribution / active EE | $10,563 | $5,313+98.8% | $4,672+126.1% | $4,660+126.7% |
| Participant deferral / active EE | $6,663 | $6,462+3.1% | $5,626+18.4% | $6,688-0.4% |
| Admin fee / account holder | $143 | $19,313-99.3% | $15,912-99.1% | $13,397-98.9% |