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 | $51,597 | $183,963-72.0% | $162,163-68.2% | $152,861-66.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.20% | 150.76%-128.6pp | 115.59%-93.4pp | 345.32%-323.1pp |
| Employer contribution / active EE | $2,947 | $6,371-53.7% | $5,614-47.5% | $4,762-38.1% |
| Participant deferral / active EE | $6,355 | $8,034-20.9% | $7,298-12.9% | $5,850+8.6% |
| Admin fee / account holder | $271 | $13,121-97.9% | $10,843-97.5% | $11,596-97.7% |