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 | $43,933 | $209,832-79.1% | $189,513-76.8% | $167,490-73.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 21.50% | 748.27%-726.8pp | 555.15%-533.7pp | 478.56%-457.1pp |
| Employer contribution / active EE | $8,747 | $6,914+26.5% | $6,162+42.0% | $4,837+80.8% |
| Participant deferral / active EE | $8,822 | $8,935-1.3% | $8,221+7.3% | $6,341+39.1% |
| Admin fee / account holder | $73 | $14,293-99.5% | $12,045-99.4% | $12,309-99.4% |