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 | $209,910 | $106,515+97.1% | $96,683+117.1% | $139,434+50.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.27% | 38.43%-22.2pp | 35.69%-19.4pp | 372.94%-356.7pp |
| Employer contribution / active EE | $3,160 | $4,103-23.0% | $3,737-15.4% | $4,751-33.5% |
| Participant deferral / active EE | $6,592 | $5,454+20.9% | $4,878+35.1% | $6,710-1.8% |
| Admin fee / account holder | $4 | $7,877-99.9% | $6,730-99.9% | $11,403-100.0% |