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 | $137,022 | $124,185+10.3% | $108,410+26.4% | $167,490-18.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 18.80% | 1379.64%-1360.8pp | 905.27%-886.5pp | 478.56%-459.8pp |
| Employer contribution / active EE | $3,000 | $4,187-28.3% | $3,558-15.7% | $4,837-38.0% |
| Participant deferral / active EE | $7,275 | $6,908+5.3% | $6,563+10.9% | $6,341+14.7% |
| Admin fee / account holder | $59 | $9,455-99.4% | $7,295-99.2% | $12,309-99.5% |