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 | $116,398 | $202,432-42.5% | $169,368-31.3% | $139,434-16.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.09% | 531.74%-514.6pp | 405.60%-388.5pp | 372.94%-355.8pp |
| Employer contribution / active EE | $7,860 | $4,692+67.5% | $4,013+95.9% | $4,751+65.4% |
| Participant deferral / active EE | $2,756 | $6,938-60.3% | $6,221-55.7% | $6,710-58.9% |
| Admin fee / account holder | $296 | $10,708-97.2% | $9,003-96.7% | $11,403-97.4% |