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 | $143,927 | $114,381+25.8% | $107,525+33.9% | $142,382+1.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.23% | 242.71%-225.5pp | 181.32%-164.1pp | 217.08%-199.8pp |
| Employer contribution / active EE | $8,632 | $4,015+115.0% | $3,754+130.0% | $4,299+100.8% |
| Participant deferral / active EE | $38,983 | $5,564+600.6% | $5,116+662.0% | $6,507+499.1% |
| Admin fee / account holder | $10 | $9,860-99.9% | $8,919-99.9% | $12,624-99.9% |