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 9-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 | $141,720 | $118,680+19.4% | $98,907+43.3% | $158,922-10.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 15.57% | 372.35%-356.8pp | 196.43%-180.9pp | 302.83%-287.3pp |
| Employer contribution / active EE | $11,080 | $3,333+232.4% | $2,689+312.1% | $4,761+132.7% |
| Participant deferral / active EE | $10,421 | $5,088+104.8% | $4,244+145.5% | $5,982+74.2% |
| Admin fee / account holder | $30 | $10,131-99.7% | $6,642-99.5% | $11,246-99.7% |