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 | $191,475 | $157,256+21.8% | $141,162+35.6% | $152,861+25.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.81% | 64.32%-40.5pp | 71.39%-47.6pp | 345.32%-321.5pp |
| Employer contribution / active EE | $4,915 | $5,261-6.6% | $4,735+3.8% | $4,762+3.2% |
| Participant deferral / active EE | $13,019 | $7,109+83.1% | $6,709+94.1% | $5,850+122.5% |
| Admin fee / account holder | $37 | $12,120-99.7% | $10,261-99.6% | $11,596-99.7% |