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 | $93,250 | $217,402-57.1% | $185,823-49.8% | $167,490-44.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.79% | 148.36%-127.6pp | 122.05%-101.3pp | 478.56%-457.8pp |
| Employer contribution / active EE | $7,958 | $5,873+35.5% | $5,167+54.0% | $4,837+64.5% |
| Participant deferral / active EE | $10,400 | $6,356+63.6% | $5,568+86.8% | $6,341+64.0% |
| Admin fee / account holder | $131 | $19,811-99.3% | $16,237-99.2% | $12,309-98.9% |