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 | $97,944 | $227,553-57.0% | $189,557-48.3% | $167,490-41.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 18.41% | 78.40%-60.0pp | 64.17%-45.8pp | 478.56%-460.1pp |
| Employer contribution / active EE | $754 | $5,316-85.8% | $4,412-82.9% | $4,837-84.4% |
| Participant deferral / active EE | $9,861 | $7,002+40.8% | $6,174+59.7% | $6,341+55.5% |
| Admin fee / account holder | $219 | $11,878-98.2% | $9,807-97.8% | $12,309-98.2% |