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 | $115,789 | $185,822-37.7% | $169,993-31.9% | $139,434-17.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.04% | 60.50%-47.5pp | 53.37%-40.3pp | 372.94%-359.9pp |
| Employer contribution / active EE | $1,747 | $7,590-77.0% | $6,785-74.3% | $4,751-63.2% |
| Participant deferral / active EE | $8,304 | $11,622-28.5% | $10,408-20.2% | $6,710+23.8% |
| Admin fee / account holder | $206 | $15,381-98.7% | $12,815-98.4% | $11,403-98.2% |