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 | $71,406 | $159,934-55.4% | $147,005-51.4% | $145,959-51.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.79% | 98.24%-87.4pp | 418.76%-408.0pp | 561.95%-551.2pp |
| Employer contribution / active EE | $4,011 | $5,287-24.1% | $4,934-18.7% | $4,661-13.9% |
| Participant deferral / active EE | $7,010 | $8,427-16.8% | $8,070-13.1% | $6,689+4.8% |
| Admin fee / account holder | $41 | $15,053-99.7% | $13,006-99.7% | $13,398-99.7% |