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 | $200,258 | $232,540-13.9% | $185,117+8.2% | $147,584+35.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 18.25% | 43.03%-24.8pp | 40.50%-22.3pp | 578.55%-560.3pp |
| Employer contribution / active EE | $2,250 | $5,195-56.7% | $4,182-46.2% | $4,876-53.9% |
| Participant deferral / active EE | $7,603 | $5,834+30.3% | $5,045+50.7% | $5,439+39.8% |
| Admin fee / account holder | $118 | $10,275-98.9% | $8,159-98.6% | $10,885-98.9% |