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 | $147,204 | $133,922+9.9% | $116,228+26.7% | $142,382+3.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 11.64% | 147.76%-136.1pp | 90.06%-78.4pp | 217.08%-205.4pp |
| Employer contribution / active EE | $7,773 | $3,446+125.6% | $2,994+159.6% | $4,299+80.8% |
| Participant deferral / active EE | $9,707 | $5,672+71.1% | $4,953+96.0% | $6,507+49.2% |
| Admin fee / account holder | $102 | $14,945-99.3% | $11,989-99.1% | $12,624-99.2% |