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 | $111,535+29.0% | $105,223+36.8% | $137,256+4.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.23% | 237.85%-220.6pp | 180.65%-163.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $8,632 | $3,939+119.1% | $3,689+134.0% | $4,156+107.7% |
| Participant deferral / active EE | $38,983 | $5,500+608.8% | $5,072+668.6% | $6,407+508.5% |
| Admin fee / account holder | $10 | $9,721-99.9% | $8,859-99.9% | $12,270-99.9% |