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 | $158,530 | $185,822-14.7% | $169,993-6.7% | $139,434+13.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.97% | 60.50%-42.5pp | 53.37%-35.4pp | 372.94%-355.0pp |
| Employer contribution / active EE | $6,484 | $7,590-14.6% | $6,785-4.4% | $4,751+36.5% |
| Participant deferral / active EE | $8,695 | $11,622-25.2% | $10,408-16.5% | $6,710+29.6% |
| Admin fee / account holder | $198 | $15,381-98.7% | $12,815-98.5% | $11,403-98.3% |