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 | $146,928 | $138,065+6.4% | $123,544+18.9% | $135,375+8.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 11.28% | 153.68%-142.4pp | 119.20%-107.9pp | 519.73%-508.5pp |
| Employer contribution / active EE | $4,478 | $5,151-13.1% | $4,628-3.2% | $4,779-6.3% |
| Participant deferral / active EE | $12,166 | $6,799+78.9% | $6,426+89.3% | $5,609+116.9% |
| Admin fee / account holder | $14 | $10,916-99.9% | $9,284-99.8% | $10,827-99.9% |