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 | $147,525 | $209,832-29.7% | $189,513-22.2% | $167,490-11.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.31% | 748.27%-734.0pp | 555.15%-540.8pp | 478.56%-464.2pp |
| Employer contribution / active EE | $2,874 | $6,914-58.4% | $6,162-53.4% | $4,837-40.6% |
| Participant deferral / active EE | $8,172 | $8,935-8.5% | $8,221-0.6% | $6,341+28.9% |
| Admin fee / account holder | $73 | $14,293-99.5% | $12,045-99.4% | $12,309-99.4% |