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 | $115,693 | $176,812-34.6% | $146,665-21.1% | $167,490-30.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 21.91% | 24.03%-2.1pp | 22.74%-0.8pp | 478.56%-456.6pp |
| Employer contribution / active EE | $4,545 | $5,160-11.9% | $4,136+9.9% | $4,837-6.0% |
| Participant deferral / active EE | $6,836 | $6,440+6.2% | $5,506+24.2% | $6,341+7.8% |
| Admin fee / account holder | $71 | $13,259-99.5% | $10,280-99.3% | $12,309-99.4% |