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 | $56,899 | $214,378-73.5% | $200,582-71.6% | $142,382-60.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.98% | 46.41%-31.4pp | 42.33%-27.4pp | 217.08%-202.1pp |
| Employer contribution / active EE | $5,225 | $6,841-23.6% | $6,419-18.6% | $4,299+21.5% |
| Participant deferral / active EE | $5,897 | $9,865-40.2% | $9,331-36.8% | $6,507-9.4% |
| Admin fee / account holder | $242 | $17,692-98.6% | $16,305-98.5% | $12,624-98.1% |