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 | $107,589 | $185,822-42.1% | $169,993-36.7% | $139,434-22.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.89% | 60.50%-41.6pp | 53.37%-34.5pp | 372.94%-354.0pp |
| Employer contribution / active EE | $5,050 | $7,590-33.5% | $6,785-25.6% | $4,751+6.3% |
| Participant deferral / active EE | $13,736 | $11,622+18.2% | $10,408+32.0% | $6,710+104.7% |
| Admin fee / account holder | $18 | $15,381-99.9% | $12,815-99.9% | $11,403-99.8% |