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 | $108,360 | $154,117-29.7% | $129,995-16.6% | $139,434-22.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.02% | 32.48%-19.5pp | -137.18%+150.2pp | 372.94%-359.9pp |
| Employer contribution / active EE | $3,821 | $5,289-27.8% | $4,320-11.5% | $4,751-19.6% |
| Participant deferral / active EE | $14,626 | $6,710+118.0% | $5,820+151.3% | $6,710+118.0% |
| Admin fee / account holder | $179 | $14,007-98.7% | $10,614-98.3% | $11,403-98.4% |