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 | $165,534 | $159,934+3.5% | $147,005+12.6% | $145,959+13.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 32.86% | 98.24%-65.4pp | 418.76%-385.9pp | 561.95%-529.1pp |
| Employer contribution / active EE | $8,932 | $5,287+68.9% | $4,934+81.0% | $4,661+91.6% |
| Participant deferral / active EE | $7,815 | $8,427-7.3% | $8,070-3.2% | $6,689+16.8% |
| Admin fee / account holder | $43 | $15,053-99.7% | $13,006-99.7% | $13,398-99.7% |