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 | $108,944 | $159,602-31.7% | $150,045-27.4% | $142,382-23.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.05% | 70.24%-54.2pp | 62.55%-46.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $7,165 | $4,961+44.4% | $4,693+52.7% | $4,299+66.7% |
| Participant deferral / active EE | $7,327 | $8,310-11.8% | $7,997-8.4% | $6,507+12.6% |
| Admin fee / account holder | $244 | $14,846-98.4% | $13,435-98.2% | $12,624-98.1% |