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 | $93,684 | $177,572-47.2% | $154,803-39.5% | $142,382-34.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.16% | 65.07%-44.9pp | 58.88%-38.7pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,978 | $4,810-58.9% | $4,305-54.1% | $4,299-54.0% |
| Participant deferral / active EE | $7,959 | $6,272+26.9% | $5,540+43.6% | $6,507+22.3% |
| Admin fee / account holder | $32 | $16,786-99.8% | $14,329-99.8% | $12,624-99.7% |