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 | $169,756 | $185,822-8.6% | $169,993-0.1% | $139,434+21.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.87% | 60.50%-34.6pp | 53.37%-27.5pp | 372.94%-347.1pp |
| Employer contribution / active EE | $18,825 | $7,590+148.0% | $6,785+177.4% | $4,751+296.3% |
| Participant deferral / active EE | $19,234 | $11,622+65.5% | $10,408+84.8% | $6,710+186.6% |
| Admin fee / account holder | $3 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |