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 | $89,792 | $127,065-29.3% | $113,168-20.7% | $142,382-36.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.63% | 24.03%-9.4pp | 24.27%-9.6pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,101 | $3,442-39.0% | $2,975-29.4% | $4,299-51.1% |
| Participant deferral / active EE | $2,976 | $5,716-47.9% | $5,107-41.7% | $6,507-54.3% |
| Admin fee / account holder | $17 | $15,736-99.9% | $12,068-99.9% | $12,624-99.9% |