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 | $117,807 | $154,228-23.6% | $145,433-19.0% | $137,256-14.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.43% | 74.59%-53.2pp | 66.58%-45.1pp | 220.34%-198.9pp |
| Employer contribution / active EE | $6,999 | $4,804+45.7% | $4,554+53.7% | $4,156+68.4% |
| Participant deferral / active EE | $12,697 | $8,216+54.5% | $7,897+60.8% | $6,407+98.2% |
| Admin fee / account holder | $153 | $14,344-98.9% | $13,129-98.8% | $12,270-98.8% |