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 | $200,449 | $124,281+61.3% | $109,143+83.7% | $167,490+19.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.44% | 26.04%-11.6pp | 25.75%-11.3pp | 478.56%-464.1pp |
| Employer contribution / active EE | $4,461 | $4,207+6.0% | $3,722+19.9% | $4,837-7.8% |
| Participant deferral / active EE | $2,050 | $5,255-61.0% | $4,653-55.9% | $6,341-67.7% |
| Admin fee / account holder | $4 | $7,970-100.0% | $6,752-99.9% | $12,309-100.0% |