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 | $73,995 | $138,065-46.4% | $123,544-40.1% | $135,375-45.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 1.68% | 153.68%-152.0pp | 119.20%-117.5pp | 519.73%-518.1pp |
| Employer contribution / active EE | $17,431 | $5,151+238.4% | $4,628+276.7% | $4,779+264.8% |
| Participant deferral / active EE | $8,716 | $6,799+28.2% | $6,426+35.6% | $5,609+55.4% |
| Admin fee / account holder | $89 | $10,916-99.2% | $9,284-99.0% | $10,827-99.2% |