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 | $79,207 | $160,055-50.5% | $140,016-43.4% | $135,375-41.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 7.59% | 911.38%-903.8pp | 651.12%-643.5pp | 519.73%-512.1pp |
| Employer contribution / active EE | $5,051 | $6,420-21.3% | $5,606-9.9% | $4,779+5.7% |
| Participant deferral / active EE | $8,295 | $7,642+8.5% | $6,927+19.7% | $5,609+47.9% |
| Admin fee / account holder | $272 | $13,328-98.0% | $10,705-97.5% | $10,827-97.5% |