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 | $55,689 | $135,635-58.9% | $110,238-49.5% | $135,375-58.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 11.94% | 513.19%-501.2pp | 314.74%-302.8pp | 519.73%-507.8pp |
| Employer contribution / active EE | $4,433 | $4,906-9.7% | $3,826+15.8% | $4,779-7.2% |
| Participant deferral / active EE | $7,772 | $5,506+41.1% | $4,672+66.4% | $5,609+38.6% |
| Admin fee / account holder | $209 | $11,457-98.2% | $8,547-97.6% | $10,827-98.1% |