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 | $77,525 | $144,119-46.2% | $117,854-34.2% | $147,584-47.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 12.61% | 531.15%-518.5pp | 335.08%-322.5pp | 578.55%-565.9pp |
| Employer contribution / active EE | $5,378 | $4,896+9.8% | $3,786+42.0% | $4,876+10.3% |
| Participant deferral / active EE | $5,100 | $5,316-4.1% | $4,482+13.8% | $5,439-6.2% |
| Admin fee / account holder | $248 | $10,886-97.7% | $8,020-96.9% | $10,885-97.7% |