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 | $143,554 | $165,335-13.2% | $149,696-4.1% | $158,922-9.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.95% | 348.15%-338.2pp | 276.60%-266.7pp | 302.83%-292.9pp |
| Employer contribution / active EE | $11,346 | $5,103+122.3% | $4,644+144.3% | $4,761+138.3% |
| Participant deferral / active EE | $8,667 | $7,181+20.7% | $6,842+26.7% | $5,982+44.9% |
| Admin fee / account holder | $19 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |