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 | $121,663 | $176,812-31.2% | $146,665-17.0% | $167,490-27.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 22.95% | 24.03%-1.1pp | 22.74%+0.2pp | 478.56%-455.6pp |
| Employer contribution / active EE | $11,106 | $5,160+115.2% | $4,136+168.5% | $4,837+129.6% |
| Participant deferral / active EE | $8,900 | $6,440+38.2% | $5,506+61.6% | $6,341+40.4% |
| Admin fee / account holder | $138 | $13,259-99.0% | $10,280-98.7% | $12,309-98.9% |