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 | $124,544 | $165,335-24.7% | $149,696-16.8% | $158,922-21.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.02% | 348.15%-332.1pp | 276.60%-260.6pp | 302.83%-286.8pp |
| Employer contribution / active EE | $11,147 | $5,103+118.4% | $4,644+140.0% | $4,761+134.1% |
| Participant deferral / active EE | $8,547 | $7,181+19.0% | $6,842+24.9% | $5,982+42.9% |
| Admin fee / account holder | $168 | $10,807-98.4% | $9,309-98.2% | $11,246-98.5% |