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 | $91,644 | $124,281-26.3% | $109,143-16.0% | $167,490-45.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.10% | 26.04%-12.9pp | 25.75%-12.7pp | 478.56%-465.5pp |
| Employer contribution / active EE | $4,203 | $4,207-0.1% | $3,722+12.9% | $4,837-13.1% |
| Participant deferral / active EE | $9,343 | $5,255+77.8% | $4,653+100.8% | $6,341+47.3% |
| Admin fee / account holder | $239 | $7,970-97.0% | $6,752-96.5% | $12,309-98.1% |