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 | $161,839 | $197,591-18.1% | $177,821-9.0% | $158,922+1.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 38.30% | 58.76%-20.5pp | 48.32%-10.0pp | 302.83%-264.5pp |
| Employer contribution / active EE | $11,842 | $6,697+76.8% | $5,918+100.1% | $4,761+148.7% |
| Participant deferral / active EE | $13,520 | $8,405+60.9% | $7,714+75.3% | $5,982+126.0% |
| Admin fee / account holder | $34 | $15,399-99.8% | $12,427-99.7% | $11,246-99.7% |