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 | $144,419 | $149,040-3.1% | $120,225+20.1% | $137,256+5.2% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 18.38% | 605.68%-587.3pp | 439.23%-420.9pp | 220.34%-202.0pp |
| Employer contribution / active EE | $5,699 | $4,350+31.0% | $3,475+64.0% | $4,156+37.1% |
| Participant deferral / active EE | $9,784 | $4,655+110.2% | $3,999+144.7% | $6,407+52.7% |
| Admin fee / account holder | $50 | $6,348-99.2% | $5,696-99.1% | $12,270-99.6% |