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 | $125,984 | $107,334+17.4% | $92,893+35.6% | $152,861-17.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 15.11% | 145.58%-130.5pp | 109.41%-94.3pp | 345.32%-330.2pp |
| Employer contribution / active EE | $2,142 | $4,221-49.3% | $3,653-41.4% | $4,762-55.0% |
| Participant deferral / active EE | $8,083 | $4,845+66.8% | $4,236+90.8% | $5,850+38.2% |
| Admin fee / account holder | $212 | $7,079-97.0% | $5,794-96.3% | $11,596-98.2% |