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 | $89,220 | $149,040-40.1% | $120,225-25.8% | $137,256-35.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 16.11% | 605.68%-589.6pp | 439.23%-423.1pp | 220.34%-204.2pp |
| Employer contribution / active EE | $4,950 | $4,350+13.8% | $3,475+42.4% | $4,156+19.1% |
| Participant deferral / active EE | $16,854 | $4,655+262.1% | $3,999+321.5% | $6,407+163.1% |
| Admin fee / account holder | $74 | $6,348-98.8% | $5,696-98.7% | $12,270-99.4% |