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 | $73,720 | $152,587-51.7% | $125,175-41.1% | $152,861-51.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.38% | 54.84%-34.5pp | 43.79%-23.4pp | 345.32%-324.9pp |
| Employer contribution / active EE | $9,938 | $4,946+100.9% | $3,865+157.1% | $4,762+108.7% |
| Participant deferral / active EE | $9,345 | $5,868+59.3% | $4,937+89.3% | $5,850+59.7% |
| Admin fee / account holder | $168 | $13,434-98.7% | $9,702-98.3% | $11,596-98.6% |