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 | $167,425 | $232,540-28.0% | $185,117-9.6% | $147,584+13.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 32.13% | 43.03%-10.9pp | 40.50%-8.4pp | 578.55%-546.4pp |
| Employer contribution / active EE | $12,449 | $5,195+139.6% | $4,182+197.7% | $4,876+155.3% |
| Participant deferral / active EE | $12,325 | $5,834+111.3% | $5,045+144.3% | $5,439+126.6% |
| Admin fee / account holder | $42 | $10,275-99.6% | $8,159-99.5% | $10,885-99.6% |