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 | $131,912 | $160,055-17.6% | $140,016-5.8% | $135,375-2.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 3.22% | 911.38%-908.2pp | 651.12%-647.9pp | 519.73%-516.5pp |
| Employer contribution / active EE | $15,842 | $6,420+146.8% | $5,606+182.6% | $4,779+231.5% |
| Participant deferral / active EE | $12,601 | $7,642+64.9% | $6,927+81.9% | $5,609+124.7% |
| Admin fee / account holder | $10 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |