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 | $189,680 | $149,734+26.7% | $118,925+59.5% | $158,922+19.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 15.68% | 19.95%-4.3pp | 35.88%-20.2pp | 302.83%-287.1pp |
| Employer contribution / active EE | $2,282 | $4,115-44.6% | $3,263-30.1% | $4,761-52.1% |
| Participant deferral / active EE | $3,900 | $5,223-25.3% | $4,265-8.6% | $5,982-34.8% |
| Admin fee / account holder | $191 | $8,603-97.8% | $6,581-97.1% | $11,246-98.3% |