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 | $166,894 | $160,055+4.3% | $140,016+19.2% | $135,375+23.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 4.68% | 911.38%-906.7pp | 651.12%-646.4pp | 519.73%-515.1pp |
| Employer contribution / active EE | $16,579 | $6,420+158.2% | $5,606+195.8% | $4,779+246.9% |
| Participant deferral / active EE | $10,067 | $7,642+31.7% | $6,927+45.3% | $5,609+79.5% |
| Admin fee / account holder | $234 | $13,328-98.2% | $10,705-97.8% | $10,827-97.8% |