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 | $142,413 | $149,040-4.4% | $120,225+18.5% | $137,256+3.8% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 18.37% | 605.68%-587.3pp | 439.23%-420.9pp | 220.34%-202.0pp |
| Employer contribution / active EE | $3,896 | $4,350-10.4% | $3,475+12.1% | $4,156-6.3% |
| Participant deferral / active EE | $7,210 | $4,655+54.9% | $3,999+80.3% | $6,407+12.5% |
| Admin fee / account holder | $73 | $6,348-98.8% | $5,696-98.7% | $12,270-99.4% |