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 | $48,144 | $105,126-54.2% | $94,646-49.1% | $139,434-65.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 17.51% | 38.03%-20.5pp | 156.71%-139.2pp | 372.94%-355.4pp |
| Employer contribution / active EE | $7,016 | $4,106+70.9% | $3,672+91.1% | $4,751+47.7% |
| Participant deferral / active EE | $7,902 | $7,599+4.0% | $7,418+6.5% | $6,710+17.8% |
| Admin fee / account holder | $100 | $8,984-98.9% | $7,231-98.6% | $11,403-99.1% |