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 | $179,285 | $165,335+8.4% | $149,696+19.8% | $158,922+12.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.06% | 348.15%-332.1pp | 276.60%-260.5pp | 302.83%-286.8pp |
| Employer contribution / active EE | $9,371 | $5,103+83.7% | $4,644+101.8% | $4,761+96.8% |
| Participant deferral / active EE | $10,706 | $7,181+49.1% | $6,842+56.5% | $5,982+79.0% |
| Admin fee / account holder | $16 | $10,807-99.9% | $9,309-99.8% | $11,246-99.9% |