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 | $95,872 | $228,332-58.0% | $185,823-48.4% | $158,922-39.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 9.44% | 40.80%-31.4pp | 35.95%-26.5pp | 302.83%-293.4pp |
| Employer contribution / active EE | $7,904 | $4,967+59.2% | $4,087+93.4% | $4,761+66.0% |
| Participant deferral / active EE | $5,994 | $6,415-6.5% | $5,632+6.4% | $5,982+0.2% |
| Admin fee / account holder | $130 | $11,864-98.9% | $9,500-98.6% | $11,246-98.8% |