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 | $217,898 | $106,515+104.6% | $96,683+125.4% | $139,434+56.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.20% | 38.43%-22.2pp | 35.69%-19.5pp | 372.94%-356.7pp |
| Employer contribution / active EE | $5,326 | $4,103+29.8% | $3,737+42.5% | $4,751+12.1% |
| Participant deferral / active EE | $15,032 | $5,454+175.6% | $4,878+208.1% | $6,710+124.0% |
| Admin fee / account holder | $165 | $7,877-97.9% | $6,730-97.6% | $11,403-98.6% |