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 | $147,388 | $159,901-7.8% | $146,958+0.3% | $145,922+1.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.70% | 98.13%-82.4pp | 418.34%-402.6pp | 561.29%-545.6pp |
| Employer contribution / active EE | $6,834 | $5,286+29.3% | $4,933+38.5% | $4,660+46.7% |
| Participant deferral / active EE | $9,930 | $8,428+17.8% | $8,070+23.0% | $6,688+48.5% |
| Admin fee / account holder | $27 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |