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 | $116,975 | $175,202-33.2% | $149,673-21.8% | $139,434-16.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.74% | 166.71%-151.0pp | 134.42%-118.7pp | 372.94%-357.2pp |
| Employer contribution / active EE | $2,620 | $5,474-52.1% | $4,818-45.6% | $4,751-44.9% |
| Participant deferral / active EE | $5,404 | $6,519-17.1% | $5,680-4.9% | $6,710-19.5% |
| Admin fee / account holder | $60 | $16,150-99.6% | $13,210-99.5% | $11,403-99.5% |