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 | $50,703 | $152,587-66.8% | $125,175-59.5% | $152,861-66.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 16.69% | 54.84%-38.1pp | 43.79%-27.1pp | 345.32%-328.6pp |
| Employer contribution / active EE | $5,702 | $4,946+15.3% | $3,865+47.5% | $4,762+19.7% |
| Participant deferral / active EE | $8,959 | $5,868+52.7% | $4,937+81.5% | $5,850+53.1% |
| Admin fee / account holder | $249 | $13,434-98.2% | $9,702-97.4% | $11,596-97.9% |