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 | $75,229 | $138,065-45.5% | $123,544-39.1% | $135,375-44.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 4.83% | 153.68%-148.9pp | 119.20%-114.4pp | 519.73%-514.9pp |
| Employer contribution / active EE | $1,773 | $5,151-65.6% | $4,628-61.7% | $4,779-62.9% |
| Participant deferral / active EE | $8,946 | $6,799+31.6% | $6,426+39.2% | $5,609+59.5% |
| Admin fee / account holder | $86 | $10,916-99.2% | $9,284-99.1% | $10,827-99.2% |