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 | $136,766 | $158,398-13.7% | $126,539+8.1% | $142,382-3.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 13.65% | 593.76%-580.1pp | 425.95%-412.3pp | 217.08%-203.4pp |
| Employer contribution / active EE | $3,376 | $4,650-27.4% | $3,674-8.1% | $4,299-21.5% |
| Participant deferral / active EE | $7,561 | $4,767+58.6% | $4,083+85.2% | $6,507+16.2% |
| Admin fee / account holder | $37 | $6,918-99.5% | $6,065-99.4% | $12,624-99.7% |