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 | $172,601 | $185,822-7.1% | $169,993+1.5% | $139,434+23.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.96% | 60.50%-42.5pp | 53.37%-35.4pp | 372.94%-355.0pp |
| Employer contribution / active EE | $11,681 | $7,590+53.9% | $6,785+72.2% | $4,751+145.9% |
| Participant deferral / active EE | $19,599 | $11,622+68.6% | $10,408+88.3% | $6,710+192.1% |
| Admin fee / account holder | $230 | $15,381-98.5% | $12,815-98.2% | $11,403-98.0% |