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 | $170,385 | $117,841+44.6% | $102,423+66.4% | $145,922+16.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.98% | 31.65%-21.7pp | 29.32%-19.3pp | 561.29%-551.3pp |
| Employer contribution / active EE | $11,008 | $3,615+204.5% | $3,023+264.1% | $4,660+136.2% |
| Participant deferral / active EE | $5,288 | $5,731-7.7% | $5,053+4.7% | $6,688-20.9% |
| Admin fee / account holder | $169 | $13,326-98.7% | $9,451-98.2% | $13,397-98.7% |