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 | $60,764 | $165,335-63.2% | $149,696-59.4% | $158,922-61.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.41% | 348.15%-336.7pp | 276.60%-265.2pp | 302.83%-291.4pp |
| Employer contribution / active EE | $3,312 | $5,103-35.1% | $4,644-28.7% | $4,761-30.4% |
| Participant deferral / active EE | $6,138 | $7,181-14.5% | $6,842-10.3% | $5,982+2.6% |
| Admin fee / account holder | $163 | $10,807-98.5% | $9,309-98.2% | $11,246-98.5% |