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 | $107,198 | $209,832-48.9% | $189,513-43.4% | $167,490-36.0% |
| Participation rate | 81.0% | 88.7%-7.7pp | 87.8%-6.9pp | 82.1%-1.2pp |
| Annual return | 11.31% | 748.27%-737.0pp | 555.15%-543.8pp | 478.56%-467.2pp |
| Employer contribution / active EE | $2,398 | $6,914-65.3% | $6,162-61.1% | $4,837-50.4% |
| Participant deferral / active EE | $3,660 | $8,935-59.0% | $8,221-55.5% | $6,341-42.3% |
| Admin fee / account holder | $45 | $14,293-99.7% | $12,045-99.6% | $12,309-99.6% |