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 3-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 | $159,232 | $185,822-14.3% | $169,993-6.3% | $139,434+14.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.47% | 60.50%-42.0pp | 53.37%-34.9pp | 372.94%-354.5pp |
| Employer contribution / active EE | $3,269 | $7,590-56.9% | $6,785-51.8% | $4,751-31.2% |
| Participant deferral / active EE | $4,000 | $11,622-65.6% | $10,408-61.6% | $6,710-40.4% |
| Admin fee / account holder | $189 | $15,381-98.8% | $12,815-98.5% | $11,403-98.3% |