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 | $112,487 | $185,822-39.5% | $169,993-33.8% | $139,434-19.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 27.43% | 60.50%-33.1pp | 53.37%-25.9pp | 372.94%-345.5pp |
| Employer contribution / active EE | $3,388 | $7,590-55.4% | $6,785-50.1% | $4,751-28.7% |
| Participant deferral / active EE | $7,958 | $11,622-31.5% | $10,408-23.5% | $6,710+18.6% |
| Admin fee / account holder | $294 | $15,381-98.1% | $12,815-97.7% | $11,403-97.4% |