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 | $73,579 | $107,334-31.4% | $92,893-20.8% | $152,861-51.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.24% | 145.58%-124.3pp | 109.41%-88.2pp | 345.32%-324.1pp |
| Employer contribution / active EE | $4,029 | $4,221-4.5% | $3,653+10.3% | $4,762-15.4% |
| Participant deferral / active EE | $7,467 | $4,845+54.1% | $4,236+76.3% | $5,850+27.6% |
| Admin fee / account holder | $147 | $7,079-97.9% | $5,794-97.5% | $11,596-98.7% |