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 | $116,904 | $165,335-29.3% | $149,696-21.9% | $158,922-26.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.39% | 348.15%-338.8pp | 276.60%-267.2pp | 302.83%-293.4pp |
| Employer contribution / active EE | $3,997 | $5,103-21.7% | $4,644-13.9% | $4,761-16.0% |
| Participant deferral / active EE | $4,113 | $7,181-42.7% | $6,842-39.9% | $5,982-31.3% |
| Admin fee / account holder | $71 | $10,807-99.3% | $9,309-99.2% | $11,246-99.4% |