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 | $143,237 | $201,272-28.8% | $184,203-22.2% | $145,922-1.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 36.14% | 29.00%+7.1pp | 28.81%+7.3pp | 561.29%-525.1pp |
| Employer contribution / active EE | $15,706 | $7,022+123.7% | $6,427+144.4% | $4,660+237.1% |
| Participant deferral / active EE | $19,478 | $9,806+98.6% | $9,131+113.3% | $6,688+191.2% |
| Admin fee / account holder | $8 | $16,364-100.0% | $13,901-99.9% | $13,397-99.9% |