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 | $98,955 | $177,572-44.3% | $154,803-36.1% | $142,382-30.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.72% | 65.07%-45.3pp | 58.88%-39.2pp | 217.08%-197.4pp |
| Employer contribution / active EE | $3,097 | $4,810-35.6% | $4,305-28.1% | $4,299-28.0% |
| Participant deferral / active EE | $8,744 | $6,272+39.4% | $5,540+57.8% | $6,507+34.4% |
| Admin fee / account holder | $19 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |