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 | $133,208 | $160,055-16.8% | $140,016-4.9% | $135,375-1.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 4.92% | 911.38%-906.5pp | 651.12%-646.2pp | 519.73%-514.8pp |
| Employer contribution / active EE | $15,321 | $6,420+138.6% | $5,606+173.3% | $4,779+220.6% |
| Participant deferral / active EE | $13,838 | $7,642+81.1% | $6,927+99.8% | $5,609+146.7% |
| Admin fee / account holder | $74 | $13,328-99.4% | $10,705-99.3% | $10,827-99.3% |