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 | $147,983 | $232,540-36.4% | $185,117-20.1% | $147,584+0.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 13.34% | 43.03%-29.7pp | 40.50%-27.2pp | 578.55%-565.2pp |
| Employer contribution / active EE | $7,689 | $5,195+48.0% | $4,182+83.9% | $4,876+57.7% |
| Participant deferral / active EE | $7,207 | $5,834+23.5% | $5,045+42.9% | $5,439+32.5% |
| Admin fee / account holder | $129 | $10,275-98.7% | $8,159-98.4% | $10,885-98.8% |