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 | $107,484 | $163,101-34.1% | $136,749-21.4% | $142,382-24.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.06% | 27.54%-13.5pp | 24.33%-10.3pp | 217.08%-203.0pp |
| Employer contribution / active EE | $3,388 | $4,117-17.7% | $3,400-0.3% | $4,299-21.2% |
| Participant deferral / active EE | $6,667 | $5,585+19.4% | $4,692+42.1% | $6,507+2.5% |
| Admin fee / account holder | $124 | $14,318-99.1% | $11,386-98.9% | $12,624-99.0% |