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 | $140,789 | $165,335-14.8% | $149,696-6.0% | $158,922-11.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 27.76% | 348.15%-320.4pp | 276.60%-248.8pp | 302.83%-275.1pp |
| Employer contribution / active EE | $8,638 | $5,103+69.3% | $4,644+86.0% | $4,761+81.4% |
| Participant deferral / active EE | $14,304 | $7,181+99.2% | $6,842+109.1% | $5,982+139.1% |
| Admin fee / account holder | $14 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |