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 | $138,446 | $135,635+2.1% | $110,238+25.6% | $135,375+2.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 1.98% | 513.19%-511.2pp | 314.74%-312.8pp | 519.73%-517.8pp |
| Employer contribution / active EE | $6,578 | $4,906+34.1% | $3,826+71.9% | $4,779+37.6% |
| Participant deferral / active EE | $10,048 | $5,506+82.5% | $4,672+115.1% | $5,609+79.1% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |