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 | $157,805 | $138,044+14.3% | $125,339+25.9% | $134,475+17.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 20.19% | 750.33%-730.1pp | 572.05%-551.9pp | 417.96%-397.8pp |
| Employer contribution / active EE | $4,252 | $5,243-18.9% | $4,814-11.7% | $4,740-10.3% |
| Participant deferral / active EE | $17,050 | $7,799+118.6% | $7,446+129.0% | $6,400+166.4% |
| Admin fee / account holder | $83 | $11,571-99.3% | $10,010-99.2% | $11,426-99.3% |