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 | $142,328 | $209,832-32.2% | $189,513-24.9% | $167,490-15.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 21.32% | 748.27%-727.0pp | 555.15%-533.8pp | 478.56%-457.2pp |
| Employer contribution / active EE | $5,613 | $6,914-18.8% | $6,162-8.9% | $4,837+16.0% |
| Participant deferral / active EE | $17,245 | $8,935+93.0% | $8,221+109.8% | $6,341+171.9% |
| Admin fee / account holder | $25 | $14,293-99.8% | $12,045-99.8% | $12,309-99.8% |