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 | $137,245 | $114,381+20.0% | $107,525+27.6% | $142,382-3.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.10% | 242.71%-225.6pp | 181.32%-164.2pp | 217.08%-200.0pp |
| Employer contribution / active EE | $5,000 | $4,015+24.5% | $3,754+33.2% | $4,299+16.3% |
| Participant deferral / active EE | $5,200 | $5,564-6.5% | $5,116+1.6% | $6,507-20.1% |
| Admin fee / account holder | $45 | $9,860-99.5% | $8,919-99.5% | $12,624-99.6% |