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 | $101,613 | $148,534-31.6% | $135,903-25.2% | $139,434-27.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.44% | 79.19%-58.7pp | 68.23%-47.8pp | 372.94%-352.5pp |
| Employer contribution / active EE | $2,913 | $5,243-44.4% | $4,856-40.0% | $4,751-38.7% |
| Participant deferral / active EE | $10,048 | $8,100+24.0% | $7,758+29.5% | $6,710+49.7% |
| Admin fee / account holder | $61 | $12,400-99.5% | $10,762-99.4% | $11,403-99.5% |