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 | $195,091 | $209,832-7.0% | $189,513+2.9% | $167,490+16.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.14% | 748.27%-733.1pp | 555.15%-540.0pp | 478.56%-463.4pp |
| Employer contribution / active EE | $2,571 | $6,914-62.8% | $6,162-58.3% | $4,837-46.8% |
| Participant deferral / active EE | $6,320 | $8,935-29.3% | $8,221-23.1% | $6,341-0.3% |
| Admin fee / account holder | $250 | $14,293-98.3% | $12,045-97.9% | $12,309-98.0% |