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 | $159,270 | $135,635+17.4% | $110,238+44.5% | $135,375+17.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 10.29% | 513.19%-502.9pp | 314.74%-304.4pp | 519.73%-509.4pp |
| Employer contribution / active EE | $10,420 | $4,906+112.4% | $3,826+172.3% | $4,779+118.1% |
| Participant deferral / active EE | $4,261 | $5,506-22.6% | $4,672-8.8% | $5,609-24.0% |
| Admin fee / account holder | $9 | $11,457-99.9% | $8,547-99.9% | $10,827-99.9% |