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 | $94,788 | $135,635-30.1% | $110,238-14.0% | $135,375-30.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 5.39% | 513.19%-507.8pp | 314.74%-309.4pp | 519.73%-514.3pp |
| Employer contribution / active EE | $12,418 | $4,906+153.1% | $3,826+224.5% | $4,779+159.9% |
| Participant deferral / active EE | $5,837 | $5,506+6.0% | $4,672+24.9% | $5,609+4.1% |
| Admin fee / account holder | $288 | $11,457-97.5% | $8,547-96.6% | $10,827-97.3% |