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 | $175,901 | $209,832-16.2% | $189,513-7.2% | $167,490+5.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.82% | 748.27%-734.5pp | 555.15%-541.3pp | 478.56%-464.7pp |
| Employer contribution / active EE | $18,294 | $6,914+164.6% | $6,162+196.9% | $4,837+278.2% |
| Participant deferral / active EE | $19,500 | $8,935+118.2% | $8,221+137.2% | $6,341+207.5% |
| Admin fee / account holder | $46 | $14,293-99.7% | $12,045-99.6% | $12,309-99.6% |