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 | $149,345 | $185,822-19.6% | $169,993-12.1% | $139,434+7.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.32% | 60.50%-44.2pp | 53.37%-37.1pp | 372.94%-356.6pp |
| Employer contribution / active EE | $1,442 | $7,590-81.0% | $6,785-78.7% | $4,751-69.6% |
| Participant deferral / active EE | $8,587 | $11,622-26.1% | $10,408-17.5% | $6,710+28.0% |
| Admin fee / account holder | $2 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |