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 | $225,980 | $179,726+25.7% | $156,263+44.6% | $142,382+58.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.04% | 77.86%-59.8pp | 59.47%-41.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $10,444 | $5,069+106.0% | $4,333+141.0% | $4,299+142.9% |
| Participant deferral / active EE | $4,580 | $6,956-34.2% | $6,158-25.6% | $6,507-29.6% |
| Admin fee / account holder | $17 | $17,272-99.9% | $14,255-99.9% | $12,624-99.9% |