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 | $50,101 | $114,381-56.2% | $107,525-53.4% | $142,382-64.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.53% | 242.71%-225.2pp | 181.32%-163.8pp | 217.08%-199.5pp |
| Employer contribution / active EE | $3,606 | $4,015-10.2% | $3,754-3.9% | $4,299-16.1% |
| Participant deferral / active EE | $7,774 | $5,564+39.7% | $5,116+52.0% | $6,507+19.5% |
| Admin fee / account holder | $251 | $9,860-97.5% | $8,919-97.2% | $12,624-98.0% |