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 | $211,495 | $116,175+82.0% | $93,606+125.9% | $152,861+38.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 22.79% | 35.96%-13.2pp | 32.76%-10.0pp | 345.32%-322.5pp |
| Employer contribution / active EE | $2,013 | $3,218-37.4% | $2,718-25.9% | $4,762-57.7% |
| Participant deferral / active EE | $6,846 | $4,603+48.7% | $4,069+68.3% | $5,850+17.0% |
| Admin fee / account holder | $285 | $10,748-97.3% | $7,888-96.4% | $11,596-97.5% |