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 | $162,849 | $159,901+1.8% | $146,958+10.8% | $145,922+11.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.77% | 98.13%-85.4pp | 418.34%-405.6pp | 561.29%-548.5pp |
| Employer contribution / active EE | $11,329 | $5,286+114.3% | $4,933+129.7% | $4,660+143.1% |
| Participant deferral / active EE | $8,929 | $8,428+5.9% | $8,070+10.6% | $6,688+33.5% |
| Admin fee / account holder | $41 | $15,044-99.7% | $12,998-99.7% | $13,397-99.7% |