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 | $63,101 | $160,055-60.6% | $140,016-54.9% | $135,375-53.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 1.47% | 911.38%-909.9pp | 651.12%-649.6pp | 519.73%-518.3pp |
| Employer contribution / active EE | $5,581 | $6,420-13.1% | $5,606-0.5% | $4,779+16.8% |
| Participant deferral / active EE | $0 | $7,642-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $100 | $13,328-99.2% | $10,705-99.1% | $10,827-99.1% |