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 | $108,819 | $114,381-4.9% | $107,525+1.2% | $142,382-23.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.63% | 242.71%-229.1pp | 181.32%-167.7pp | 217.08%-203.4pp |
| Employer contribution / active EE | $2,852 | $4,015-29.0% | $3,754-24.0% | $4,299-33.7% |
| Participant deferral / active EE | $9,262 | $5,564+66.5% | $5,116+81.1% | $6,507+42.3% |
| Admin fee / account holder | $266 | $9,860-97.3% | $8,919-97.0% | $12,624-97.9% |