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 | $113,497 | $209,832-45.9% | $189,513-40.1% | $167,490-32.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.73% | 748.27%-737.5pp | 555.15%-544.4pp | 478.56%-467.8pp |
| Employer contribution / active EE | $2,420 | $6,914-65.0% | $6,162-60.7% | $4,837-50.0% |
| Participant deferral / active EE | $8,407 | $8,935-5.9% | $8,221+2.3% | $6,341+32.6% |
| Admin fee / account holder | $178 | $14,293-98.8% | $12,045-98.5% | $12,309-98.6% |