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 | $122,555 | $65,696+86.5% | $56,429+117.2% | $147,584-17.0% |
| Participation rate | 100.0% | 85.5%+14.5pp | 80.0%+20.0pp | 82.8%+17.2pp |
| Annual return | 22.28% | 13.32%+9.0pp | 19.04%+3.2pp | 578.55%-556.3pp |
| Employer contribution / active EE | $3,841 | $4,121-6.8% | $3,405+12.8% | $4,876-21.2% |
| Participant deferral / active EE | $3,032 | $4,876-37.8% | $3,951-23.3% | $5,439-44.2% |
| Admin fee / account holder | $250 | $5,947-95.8% | $4,466-94.4% | $10,885-97.7% |