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 | $160,015 | $138,044+15.9% | $125,339+27.7% | $134,475+19.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 9.54% | 750.33%-740.8pp | 572.05%-562.5pp | 417.96%-408.4pp |
| Employer contribution / active EE | $10,023 | $5,243+91.2% | $4,814+108.2% | $4,740+111.5% |
| Participant deferral / active EE | $13,122 | $7,799+68.3% | $7,446+76.2% | $6,400+105.0% |
| Admin fee / account holder | $236 | $11,571-98.0% | $10,010-97.6% | $11,426-97.9% |