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 | $169,973 | $165,335+2.8% | $149,696+13.5% | $158,922+7.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.39% | 348.15%-335.8pp | 276.60%-264.2pp | 302.83%-290.4pp |
| Employer contribution / active EE | $1,162 | $5,103-77.2% | $4,644-75.0% | $4,761-75.6% |
| Participant deferral / active EE | $9,698 | $7,181+35.1% | $6,842+41.8% | $5,982+62.1% |
| Admin fee / account holder | $32 | $10,807-99.7% | $9,309-99.7% | $11,246-99.7% |