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 | $157,870 | $117,841+34.0% | $102,423+54.1% | $145,922+8.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.45% | 31.65%-17.2pp | 29.32%-14.9pp | 561.29%-546.8pp |
| Employer contribution / active EE | $8,656 | $3,615+139.5% | $3,023+186.3% | $4,660+85.8% |
| Participant deferral / active EE | $7,923 | $5,731+38.2% | $5,053+56.8% | $6,688+18.5% |
| Admin fee / account holder | $8 | $13,326-99.9% | $9,451-99.9% | $13,397-99.9% |