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 | $220,520 | $115,882+90.3% | $100,516+119.4% | $158,922+38.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 10.44% | 34.79%-24.4pp | 30.89%-20.5pp | 302.83%-292.4pp |
| Employer contribution / active EE | $24,106 | $4,103+487.5% | $3,418+605.4% | $4,761+406.3% |
| Participant deferral / active EE | $15,167 | $6,674+127.2% | $6,270+141.9% | $5,982+153.5% |
| Admin fee / account holder | $201 | $10,995-98.2% | $8,081-97.5% | $11,246-98.2% |