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 | $83,553 | $109,817-23.9% | $98,442-15.1% | $167,490-50.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.53% | 1956.69%-1946.2pp | 1492.73%-1482.2pp | 478.56%-468.0pp |
| Employer contribution / active EE | $5,576 | $3,224+72.9% | $2,960+88.4% | $4,837+15.3% |
| Participant deferral / active EE | $6,279 | $4,673+34.4% | $4,276+46.8% | $6,341-1.0% |
| Admin fee / account holder | $203 | $6,753-97.0% | $5,949-96.6% | $12,309-98.4% |