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 | $182,550 | $177,572+2.8% | $154,803+17.9% | $142,382+28.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.53% | 65.07%-48.5pp | 58.88%-42.4pp | 217.08%-200.5pp |
| Employer contribution / active EE | $3,911 | $4,810-18.7% | $4,305-9.2% | $4,299-9.0% |
| Participant deferral / active EE | $15,001 | $6,272+139.2% | $5,540+170.8% | $6,507+130.5% |
| Admin fee / account holder | $41 | $16,786-99.8% | $14,329-99.7% | $12,624-99.7% |