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 | $147,546 | $183,519-19.6% | $155,509-5.1% | $145,922+1.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.73% | 61.17%-46.4pp | 64.67%-49.9pp | 561.29%-546.6pp |
| Employer contribution / active EE | $17,361 | $5,313+226.8% | $4,672+271.6% | $4,660+272.6% |
| Participant deferral / active EE | $8,679 | $6,462+34.3% | $5,626+54.3% | $6,688+29.8% |
| Admin fee / account holder | $18 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |