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 | $177,257 | $165,335+7.2% | $149,696+18.4% | $158,922+11.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 36.32% | 348.15%-311.8pp | 276.60%-240.3pp | 302.83%-266.5pp |
| Employer contribution / active EE | $903 | $5,103-82.3% | $4,644-80.6% | $4,761-81.0% |
| Participant deferral / active EE | $6,796 | $7,181-5.4% | $6,842-0.7% | $5,982+13.6% |
| Admin fee / account holder | $68 | $10,807-99.4% | $9,309-99.3% | $11,246-99.4% |