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 | $160,834 | $144,119+11.6% | $117,854+36.5% | $147,584+9.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 19.58% | 531.15%-511.6pp | 335.08%-315.5pp | 578.55%-559.0pp |
| Employer contribution / active EE | $1,976 | $4,896-59.6% | $3,786-47.8% | $4,876-59.5% |
| Participant deferral / active EE | $4,598 | $5,316-13.5% | $4,482+2.6% | $5,439-15.5% |
| Admin fee / account holder | $195 | $10,886-98.2% | $8,020-97.6% | $10,885-98.2% |