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 | $130,601 | $209,832-37.8% | $189,513-31.1% | $167,490-22.0% |
| Participation rate | 90.0% | 88.7%+1.3pp | 87.8%+2.2pp | 82.1%+7.9pp |
| Annual return | 44.15% | 748.27%-704.1pp | 555.15%-511.0pp | 478.56%-434.4pp |
| Employer contribution / active EE | $4,451 | $6,914-35.6% | $6,162-27.8% | $4,837-8.0% |
| Participant deferral / active EE | $4,345 | $8,935-51.4% | $8,221-47.1% | $6,341-31.5% |
| Admin fee / account holder | $193 | $14,293-98.6% | $12,045-98.4% | $12,309-98.4% |