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 | $147,265 | $106,584+38.2% | $101,326+45.3% | $142,382+3.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 13.70% | 36.93%-23.2pp | 36.82%-23.1pp | 217.08%-203.4pp |
| Employer contribution / active EE | $4,320 | $3,956+9.2% | $3,665+17.9% | $4,299+0.5% |
| Participant deferral / active EE | $31,000 | $8,297+273.6% | $7,994+287.8% | $6,507+376.4% |
| Admin fee / account holder | $81 | $11,446-99.3% | $11,185-99.3% | $12,624-99.4% |