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 | $118,739 | $135,952-12.7% | $123,892-4.2% | $273,961-56.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 178.76% | 56.63%+122.1pp | 47.52%+131.2pp | 41.45%+137.3pp |
| Employer contribution / active EE | $18,576 | $5,170+259.3% | $4,617+302.4% | $4,869+281.5% |
| Participant deferral / active EE | $12,649 | $6,343+99.4% | $5,984+111.4% | $5,287+139.2% |
| Admin fee / account holder | $145 | $9,817-98.5% | $8,357-98.3% | $10,132-98.6% |