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 | $190,245 | $108,919+74.7% | $100,391+89.5% | $145,922+30.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 25.67% | 57.88%-32.2pp | 49.20%-23.5pp | 561.29%-535.6pp |
| Employer contribution / active EE | $4,217 | $4,419-4.6% | $3,942+7.0% | $4,660-9.5% |
| Participant deferral / active EE | $9,652 | $8,445+14.3% | $8,082+19.4% | $6,688+44.3% |
| Admin fee / account holder | $2 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |