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 | $62,948 | $165,335-61.9% | $149,696-57.9% | $158,922-60.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 39.73% | 348.15%-308.4pp | 276.60%-236.9pp | 302.83%-263.1pp |
| Employer contribution / active EE | $1,312 | $5,103-74.3% | $4,644-71.8% | $4,761-72.5% |
| Participant deferral / active EE | $4,593 | $7,181-36.0% | $6,842-32.9% | $5,982-23.2% |
| Admin fee / account holder | $288 | $10,807-97.3% | $9,309-96.9% | $11,246-97.4% |