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 | $79,551 | $152,587-47.9% | $125,175-36.4% | $152,861-48.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 23.45% | 54.84%-31.4pp | 43.79%-20.3pp | 345.32%-321.9pp |
| Employer contribution / active EE | $4,801 | $4,946-2.9% | $3,865+24.2% | $4,762+0.8% |
| Participant deferral / active EE | $9,714 | $5,868+65.5% | $4,937+96.8% | $5,850+66.0% |
| Admin fee / account holder | $83 | $13,434-99.4% | $9,702-99.1% | $11,596-99.3% |