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 | $138,865 | $114,381+21.4% | $107,525+29.1% | $142,382-2.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.02% | 242.71%-230.7pp | 181.32%-169.3pp | 217.08%-205.1pp |
| Employer contribution / active EE | $5,617 | $4,015+39.9% | $3,754+49.7% | $4,299+30.7% |
| Participant deferral / active EE | $13,815 | $5,564+148.3% | $5,116+170.1% | $6,507+112.3% |
| Admin fee / account holder | $237 | $9,860-97.6% | $8,919-97.3% | $12,624-98.1% |