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 | $103,688 | $185,822-44.2% | $169,993-39.0% | $139,434-25.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.00% | 60.50%-42.5pp | 53.37%-35.4pp | 372.94%-354.9pp |
| Employer contribution / active EE | $2,822 | $7,590-62.8% | $6,785-58.4% | $4,751-40.6% |
| Participant deferral / active EE | $4,626 | $11,622-60.2% | $10,408-55.6% | $6,710-31.1% |
| Admin fee / account holder | $26 | $15,381-99.8% | $12,815-99.8% | $11,403-99.8% |