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 | $157,420 | $202,432-22.2% | $169,368-7.1% | $139,434+12.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.88% | 531.74%-511.9pp | 405.60%-385.7pp | 372.94%-353.1pp |
| Employer contribution / active EE | $2,135 | $4,692-54.5% | $4,013-46.8% | $4,751-55.1% |
| Participant deferral / active EE | $2,135 | $6,938-69.2% | $6,221-65.7% | $6,710-68.2% |
| Admin fee / account holder | $25 | $10,708-99.8% | $9,003-99.7% | $11,403-99.8% |