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 | $77,857 | $108,919-28.5% | $100,391-22.4% | $145,922-46.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.52% | 57.88%-41.4pp | 49.20%-32.7pp | 561.29%-544.8pp |
| Employer contribution / active EE | $2,768 | $4,419-37.4% | $3,942-29.8% | $4,660-40.6% |
| Participant deferral / active EE | $2,471 | $8,445-70.7% | $8,082-69.4% | $6,688-63.1% |
| Admin fee / account holder | $264 | $9,689-97.3% | $7,899-96.7% | $13,397-98.0% |