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 | $182,157 | $148,534+22.6% | $135,903+34.0% | $139,434+30.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.76% | 79.19%-58.4pp | 68.23%-47.5pp | 372.94%-352.2pp |
| Employer contribution / active EE | $4,069 | $5,243-22.4% | $4,856-16.2% | $4,751-14.4% |
| Participant deferral / active EE | $11,266 | $8,100+39.1% | $7,758+45.2% | $6,710+67.9% |
| Admin fee / account holder | $92 | $12,400-99.3% | $10,762-99.1% | $11,403-99.2% |