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 | $236,040 | $111,754+111.2% | $103,333+128.4% | $145,922+61.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.55% | 24.77%-11.2pp | 24.88%-11.3pp | 561.29%-547.7pp |
| Employer contribution / active EE | $3,747 | $4,212-11.0% | $3,868-3.1% | $4,660-19.6% |
| Participant deferral / active EE | $15,539 | $5,619+176.6% | $5,057+207.3% | $6,688+132.4% |
| Admin fee / account holder | $87 | $9,750-99.1% | $8,355-99.0% | $13,397-99.3% |