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 | $11,442 | $99,877-88.5% | $84,966-86.5% | $145,922-92.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.55% | 83.76%-73.2pp | 66.38%-55.8pp | 561.29%-550.7pp |
| Employer contribution / active EE | $3,036 | $3,231-6.0% | $2,727+11.3% | $4,660-34.8% |
| Participant deferral / active EE | $2,690 | $5,291-49.2% | $4,519-40.5% | $6,688-59.8% |
| Admin fee / account holder | $111 | $7,248-98.5% | $6,149-98.2% | $13,397-99.2% |