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 | $245,514 | $177,572+38.3% | $154,803+58.6% | $142,382+72.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.45% | 65.07%-48.6pp | 58.88%-42.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $8,894 | $4,810+84.9% | $4,305+106.6% | $4,299+106.9% |
| Participant deferral / active EE | $9,872 | $6,272+57.4% | $5,540+78.2% | $6,507+51.7% |
| Admin fee / account holder | $132 | $16,786-99.2% | $14,329-99.1% | $12,624-99.0% |