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 | $150,526 | $148,534+1.3% | $135,903+10.8% | $139,434+8.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.97% | 79.19%-63.2pp | 68.23%-52.3pp | 372.94%-357.0pp |
| Employer contribution / active EE | $18,296 | $5,243+249.0% | $4,856+276.8% | $4,751+285.1% |
| Participant deferral / active EE | $11,183 | $8,100+38.1% | $7,758+44.1% | $6,710+66.7% |
| Admin fee / account holder | $251 | $12,400-98.0% | $10,762-97.7% | $11,403-97.8% |