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 | $130,226 | $165,335-21.2% | $149,696-13.0% | $158,922-18.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 41.86% | 348.15%-306.3pp | 276.60%-234.7pp | 302.83%-261.0pp |
| Employer contribution / active EE | $35,034 | $5,103+586.6% | $4,644+654.4% | $4,761+635.8% |
| Participant deferral / active EE | $15,291 | $7,181+112.9% | $6,842+123.5% | $5,982+155.6% |
| Admin fee / account holder | $9 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |