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 | $124,282 | $175,202-29.1% | $149,673-17.0% | $139,434-10.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.99% | 166.71%-155.7pp | 134.42%-123.4pp | 372.94%-362.0pp |
| Employer contribution / active EE | $1,568 | $5,474-71.4% | $4,818-67.5% | $4,751-67.0% |
| Participant deferral / active EE | $10,000 | $6,519+53.4% | $5,680+76.1% | $6,710+49.0% |
| Admin fee / account holder | $67 | $16,150-99.6% | $13,210-99.5% | $11,403-99.4% |