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 | $106,928 | $154,228-30.7% | $145,433-26.5% | $137,256-22.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.02% | 74.59%-57.6pp | 66.58%-49.6pp | 220.34%-203.3pp |
| Employer contribution / active EE | $5,028 | $4,804+4.7% | $4,554+10.4% | $4,156+21.0% |
| Participant deferral / active EE | $9,209 | $8,216+12.1% | $7,897+16.6% | $6,407+43.7% |
| Admin fee / account holder | $59 | $14,344-99.6% | $13,129-99.5% | $12,270-99.5% |