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 | $136,511 | $217,402-37.2% | $185,823-26.5% | $167,490-18.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.11% | 148.36%-139.3pp | 122.05%-112.9pp | 478.56%-469.5pp |
| Employer contribution / active EE | $3,611 | $5,873-38.5% | $5,167-30.1% | $4,837-25.4% |
| Participant deferral / active EE | $8,536 | $6,356+34.3% | $5,568+53.3% | $6,341+34.6% |
| Admin fee / account holder | $12 | $19,811-99.9% | $16,237-99.9% | $12,309-99.9% |