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 | $249,366 | $197,591+26.2% | $177,821+40.2% | $158,922+56.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.98% | 58.76%-39.8pp | 48.32%-29.3pp | 302.83%-283.8pp |
| Employer contribution / active EE | $4,184 | $6,697-37.5% | $5,918-29.3% | $4,761-12.1% |
| Participant deferral / active EE | $5,993 | $8,405-28.7% | $7,714-22.3% | $5,982+0.2% |
| Admin fee / account holder | $65 | $15,399-99.6% | $12,427-99.5% | $11,246-99.4% |