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 | $143,592 | $110,257+30.2% | $96,544+48.7% | $139,434+3.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.14% | 26.32%-12.2pp | 25.84%-11.7pp | 372.94%-358.8pp |
| Employer contribution / active EE | $12,191 | $3,620+236.8% | $2,965+311.2% | $4,751+156.6% |
| Participant deferral / active EE | $3,461 | $5,548-37.6% | $4,851-28.6% | $6,710-48.4% |
| Admin fee / account holder | $6 | $11,591-99.9% | $8,252-99.9% | $11,403-99.9% |