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 | $82,103 | $106,890-23.2% | $84,015-2.3% | $152,861-46.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 14.54% | 104.99%-90.4pp | 71.31%-56.8pp | 345.32%-330.8pp |
| Employer contribution / active EE | $4,892 | $2,734+78.9% | $1,983+146.7% | $4,762+2.7% |
| Participant deferral / active EE | $4,897 | $4,011+22.1% | $3,239+51.2% | $5,850-16.3% |
| Admin fee / account holder | $201 | $8,285-97.6% | $6,101-96.7% | $11,596-98.3% |