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 | $112,533 | $165,335-31.9% | $149,696-24.8% | $158,922-29.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.48% | 348.15%-334.7pp | 276.60%-263.1pp | 302.83%-289.3pp |
| Employer contribution / active EE | $3,460 | $5,103-32.2% | $4,644-25.5% | $4,761-27.3% |
| Participant deferral / active EE | $5,787 | $7,181-19.4% | $6,842-15.4% | $5,982-3.3% |
| Admin fee / account holder | $144 | $10,807-98.7% | $9,309-98.4% | $11,246-98.7% |