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 | $132,371 | $124,185+6.6% | $108,410+22.1% | $167,490-21.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 18.26% | 1379.64%-1361.4pp | 905.27%-887.0pp | 478.56%-460.3pp |
| Employer contribution / active EE | $4,100 | $4,187-2.1% | $3,558+15.2% | $4,837-15.2% |
| Participant deferral / active EE | $13,812 | $6,908+99.9% | $6,563+110.5% | $6,341+117.8% |
| Admin fee / account holder | $82 | $9,455-99.1% | $7,295-98.9% | $12,309-99.3% |