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 | $84,330 | $165,984-49.2% | $164,813-48.8% | $145,922-42.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.28% | 100.03%-88.8pp | 69.93%-58.6pp | 561.29%-550.0pp |
| Employer contribution / active EE | $9,486 | $5,273+79.9% | $4,341+118.5% | $4,660+103.6% |
| Participant deferral / active EE | $7,055 | $6,959+1.4% | $6,031+17.0% | $6,688+5.5% |
| Admin fee / account holder | $164 | $16,648-99.0% | $12,690-98.7% | $13,397-98.8% |