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 | $215,888 | $166,020+30.0% | $164,866+30.9% | $145,959+47.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.84% | 100.08%-83.2pp | 69.97%-53.1pp | 561.95%-545.1pp |
| Employer contribution / active EE | $8,589 | $5,275+62.8% | $4,343+97.8% | $4,661+84.3% |
| Participant deferral / active EE | $14,507 | $6,961+108.4% | $6,033+140.5% | $6,689+116.9% |
| Admin fee / account holder | $50 | $16,644-99.7% | $12,689-99.6% | $13,398-99.6% |