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 | $242,771 | $102,828+136.1% | $105,387+130.4% | $152,861+58.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.35% | 20.85%-2.5pp | 26.82%-8.5pp | 345.32%-327.0pp |
| Employer contribution / active EE | $3,576 | $4,473-20.0% | $4,213-15.1% | $4,762-24.9% |
| Participant deferral / active EE | $4,912 | $5,465-10.1% | $5,502-10.7% | $5,850-16.0% |
| Admin fee / account holder | $188 | $8,683-97.8% | $6,559-97.1% | $11,596-98.4% |