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 | $118,131 | $175,202-32.6% | $149,673-21.1% | $139,434-15.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 34.04% | 166.71%-132.7pp | 134.42%-100.4pp | 372.94%-338.9pp |
| Employer contribution / active EE | $8,312 | $5,474+51.8% | $4,818+72.5% | $4,751+74.9% |
| Participant deferral / active EE | $13,111 | $6,519+101.1% | $5,680+130.8% | $6,710+95.4% |
| Admin fee / account holder | $121 | $16,150-99.3% | $13,210-99.1% | $11,403-98.9% |