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 | $168,384 | $111,535+51.0% | $105,223+60.0% | $137,256+22.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.58% | 237.85%-222.3pp | 180.65%-165.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $4,334 | $3,939+10.0% | $3,689+17.5% | $4,156+4.3% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $17 | $9,721-99.8% | $8,859-99.8% | $12,270-99.9% |