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 | $108,746 | $185,822-41.5% | $169,993-36.0% | $139,434-22.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.70% | 60.50%-44.8pp | 53.37%-37.7pp | 372.94%-357.2pp |
| Employer contribution / active EE | $2,417 | $7,590-68.2% | $6,785-64.4% | $4,751-49.1% |
| Participant deferral / active EE | $4,214 | $11,622-63.7% | $10,408-59.5% | $6,710-37.2% |
| Admin fee / account holder | $38 | $15,381-99.8% | $12,815-99.7% | $11,403-99.7% |