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 | $68,502 | $185,822-63.1% | $169,993-59.7% | $139,434-50.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.94% | 60.50%-34.6pp | 53.37%-27.4pp | 372.94%-347.0pp |
| Employer contribution / active EE | $5,773 | $7,590-23.9% | $6,785-14.9% | $4,751+21.5% |
| Participant deferral / active EE | $5,205 | $11,622-55.2% | $10,408-50.0% | $6,710-22.4% |
| Admin fee / account holder | $25 | $15,381-99.8% | $12,815-99.8% | $11,403-99.8% |