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 | $246,994 | $165,984+48.8% | $164,813+49.9% | $145,922+69.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 29.09% | 100.03%-70.9pp | 69.93%-40.8pp | 561.29%-532.2pp |
| Employer contribution / active EE | $4,652 | $5,273-11.8% | $4,341+7.2% | $4,660-0.2% |
| Participant deferral / active EE | $10,090 | $6,959+45.0% | $6,031+67.3% | $6,688+50.9% |
| Admin fee / account holder | $42 | $16,648-99.7% | $12,690-99.7% | $13,397-99.7% |