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 | $214,966 | $127,065+69.2% | $113,168+90.0% | $142,382+51.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 10.76% | 24.03%-13.3pp | 24.27%-13.5pp | 217.08%-206.3pp |
| Employer contribution / active EE | $8,860 | $3,442+157.4% | $2,975+197.8% | $4,299+106.1% |
| Participant deferral / active EE | $4,769 | $5,716-16.6% | $5,107-6.6% | $6,507-26.7% |
| Admin fee / account holder | $67 | $15,736-99.6% | $12,068-99.4% | $12,624-99.5% |