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 | $151,184 | $77,419+95.3% | $69,455+117.7% | $152,861-1.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 26.11% | 39.06%-13.0pp | 28.97%-2.9pp | 345.32%-319.2pp |
| Employer contribution / active EE | $18,718 | $3,315+464.6% | $2,779+573.5% | $4,762+293.0% |
| Participant deferral / active EE | $6,636 | $4,414+50.3% | $3,535+87.7% | $5,850+13.4% |
| Admin fee / account holder | $170 | $6,207-97.3% | $3,839-95.6% | $11,596-98.5% |