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 | $160,423 | $226,064-29.0% | $182,532-12.1% | $152,861+4.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 57.33% | 192.51%-135.2pp | 148.54%-91.2pp | 345.32%-288.0pp |
| Employer contribution / active EE | $12,442 | $4,978+149.9% | $4,076+205.3% | $4,762+161.3% |
| Participant deferral / active EE | $7,844 | $6,368+23.2% | $5,524+42.0% | $5,850+34.1% |
| Admin fee / account holder | $31 | $10,703-99.7% | $8,592-99.6% | $11,596-99.7% |