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 | $102,788 | $175,202-41.3% | $149,673-31.3% | $139,434-26.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.24% | 166.71%-147.5pp | 134.42%-115.2pp | 372.94%-353.7pp |
| Employer contribution / active EE | $4,259 | $5,474-22.2% | $4,818-11.6% | $4,751-10.4% |
| Participant deferral / active EE | $4,506 | $6,519-30.9% | $5,680-20.7% | $6,710-32.9% |
| Admin fee / account holder | $27 | $16,150-99.8% | $13,210-99.8% | $11,403-99.8% |