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 | $51,954 | $160,055-67.5% | $140,016-62.9% | $135,375-61.6% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.5%+6.3pp | 82.6%+11.1pp |
| Annual return | 7.44% | 911.38%-903.9pp | 651.12%-643.7pp | 519.73%-512.3pp |
| Employer contribution / active EE | $2,387 | $6,420-62.8% | $5,606-57.4% | $4,779-50.1% |
| Participant deferral / active EE | $7,609 | $7,642-0.4% | $6,927+9.8% | $5,609+35.7% |
| Admin fee / account holder | $299 | $13,328-97.8% | $10,705-97.2% | $10,827-97.2% |