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 | $147,670 | $152,587-3.2% | $125,175+18.0% | $152,861-3.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 12.53% | 54.84%-42.3pp | 43.79%-31.3pp | 345.32%-332.8pp |
| Employer contribution / active EE | $11,817 | $4,946+138.9% | $3,865+205.7% | $4,762+148.1% |
| Participant deferral / active EE | $7,152 | $5,868+21.9% | $4,937+44.9% | $5,850+22.3% |
| Admin fee / account holder | $130 | $13,434-99.0% | $9,702-98.7% | $11,596-98.9% |