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 | $157,607 | $185,822-15.2% | $169,993-7.3% | $139,434+13.0% |
| Participation rate | 90.0% | 87.8%+2.2pp | 87.0%+3.0pp | 80.3%+9.7pp |
| Annual return | 20.88% | 60.50%-39.6pp | 53.37%-32.5pp | 372.94%-352.1pp |
| Employer contribution / active EE | $6,011 | $7,590-20.8% | $6,785-11.4% | $4,751+26.5% |
| Participant deferral / active EE | $11,682 | $11,622+0.5% | $10,408+12.2% | $6,710+74.1% |
| Admin fee / account holder | $9 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |