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 | $173,965 | $210,648-17.4% | $177,989-2.3% | $145,922+19.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.31% | 385.86%-372.6pp | 294.48%-281.2pp | 561.29%-548.0pp |
| Employer contribution / active EE | $8,231 | $4,565+80.3% | $3,949+108.5% | $4,660+76.6% |
| Participant deferral / active EE | $8,102 | $6,958+16.4% | $6,276+29.1% | $6,688+21.1% |
| Admin fee / account holder | $79 | $12,013-99.3% | $10,363-99.2% | $13,397-99.4% |