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 | $184,440 | $179,726+2.6% | $156,263+18.0% | $142,382+29.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 24.75% | 77.86%-53.1pp | 59.47%-34.7pp | 217.08%-192.3pp |
| Employer contribution / active EE | $7,358 | $5,069+45.2% | $4,333+69.8% | $4,299+71.2% |
| Participant deferral / active EE | $16,211 | $6,956+133.0% | $6,158+163.2% | $6,507+149.1% |
| Admin fee / account holder | $246 | $17,272-98.6% | $14,255-98.3% | $12,624-98.1% |