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 | $143,654 | $96,484+48.9% | $75,886+89.3% | $152,861-6.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 28.20% | 33.98%-5.8pp | 30.76%-2.6pp | 345.32%-317.1pp |
| Employer contribution / active EE | $9,338 | $3,309+182.2% | $2,500+273.5% | $4,762+96.1% |
| Participant deferral / active EE | $8,918 | $4,553+95.9% | $3,603+147.5% | $5,850+52.4% |
| Admin fee / account holder | $162 | $8,078-98.0% | $5,418-97.0% | $11,596-98.6% |