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 | $109,839 | $177,572-38.1% | $154,803-29.0% | $142,382-22.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.29% | 65.07%-49.8pp | 58.88%-43.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $5,733 | $4,810+19.2% | $4,305+33.1% | $4,299+33.3% |
| Participant deferral / active EE | $8,458 | $6,272+34.9% | $5,540+52.7% | $6,507+30.0% |
| Admin fee / account holder | $208 | $16,786-98.8% | $14,329-98.5% | $12,624-98.4% |