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 | $132,238 | $159,901-17.3% | $146,958-10.0% | $145,922-9.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.91% | 98.13%-83.2pp | 418.34%-403.4pp | 561.29%-546.4pp |
| Employer contribution / active EE | $6,015 | $5,286+13.8% | $4,933+21.9% | $4,660+29.1% |
| Participant deferral / active EE | $13,150 | $8,428+56.0% | $8,070+63.0% | $6,688+96.6% |
| Admin fee / account holder | $37 | $15,044-99.8% | $12,998-99.7% | $13,397-99.7% |