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 | $191,434 | $103,376+85.2% | $87,100+119.8% | $152,861+25.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 27.46% | 28.10%-0.6pp | 28.19%-0.7pp | 345.32%-317.9pp |
| Employer contribution / active EE | $2,806 | $3,220-12.9% | $2,521+11.3% | $4,762-41.1% |
| Participant deferral / active EE | $12,191 | $4,778+155.2% | $4,049+201.1% | $5,850+108.4% |
| Admin fee / account holder | $127 | $12,205-99.0% | $7,497-98.3% | $11,596-98.9% |