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 | $135,738 | $152,587-11.0% | $125,175+8.4% | $152,861-11.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 25.51% | 54.84%-29.3pp | 43.79%-18.3pp | 345.32%-319.8pp |
| Employer contribution / active EE | $3,739 | $4,946-24.4% | $3,865-3.3% | $4,762-21.5% |
| Participant deferral / active EE | $10,891 | $5,868+85.6% | $4,937+120.6% | $5,850+86.2% |
| Admin fee / account holder | $30 | $13,434-99.8% | $9,702-99.7% | $11,596-99.7% |