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 | $42,049 | $183,963-77.1% | $162,163-74.1% | $152,861-72.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.57% | 150.76%-129.2pp | 115.59%-94.0pp | 345.32%-323.8pp |
| Employer contribution / active EE | $5,833 | $6,371-8.4% | $5,614+3.9% | $4,762+22.5% |
| Participant deferral / active EE | $5,224 | $8,034-35.0% | $7,298-28.4% | $5,850-10.7% |
| Admin fee / account holder | $116 | $13,121-99.1% | $10,843-98.9% | $11,596-99.0% |