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 | $159,005 | $210,408-24.4% | $153,485+3.6% | $145,922+9.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.23% | 13.37%+0.9pp | 15.65%-1.4pp | 561.29%-547.1pp |
| Employer contribution / active EE | $13,438 | $6,048+122.2% | $5,039+166.7% | $4,660+188.4% |
| Participant deferral / active EE | $12,540 | $7,975+57.2% | $6,757+85.6% | $6,688+87.5% |
| Admin fee / account holder | $35 | $19,419-99.8% | $12,724-99.7% | $13,397-99.7% |