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 | $133,283 | $168,632-21.0% | $147,614-9.7% | $125,391+6.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 6.83% | 77.65%-70.8pp | 61.98%-55.1pp | 282.22%-275.4pp |
| Employer contribution / active EE | $11,144 | $6,252+78.2% | $5,564+100.3% | $4,866+129.0% |
| Participant deferral / active EE | $6,000 | $5,507+9.0% | $4,895+22.6% | $5,352+12.1% |
| Admin fee / account holder | $49 | $13,580-99.6% | $11,611-99.6% | $9,540-99.5% |