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 | $145,403 | $214,378-32.2% | $200,582-27.5% | $142,382+2.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.54% | 46.41%-26.9pp | 42.33%-22.8pp | 217.08%-197.5pp |
| Employer contribution / active EE | $5,108 | $6,841-25.3% | $6,419-20.4% | $4,299+18.8% |
| Participant deferral / active EE | $3,779 | $9,865-61.7% | $9,331-59.5% | $6,507-41.9% |
| Admin fee / account holder | $107 | $17,692-99.4% | $16,305-99.3% | $12,624-99.1% |