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 | $88,364 | $124,281-28.9% | $109,143-19.0% | $167,490-47.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.96% | 26.04%-11.1pp | 25.75%-10.8pp | 478.56%-463.6pp |
| Employer contribution / active EE | $8,050 | $4,207+91.3% | $3,722+116.3% | $4,837+66.4% |
| Participant deferral / active EE | $5,924 | $5,255+12.7% | $4,653+27.3% | $6,341-6.6% |
| Admin fee / account holder | $40 | $7,970-99.5% | $6,752-99.4% | $12,309-99.7% |