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 | $235,213 | $140,588+67.3% | $123,104+91.1% | $125,391+87.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.06% | 16.80%-18.9pp | 13.22%-15.3pp | 282.22%-284.3pp |
| Employer contribution / active EE | $5,987 | $6,041-0.9% | $5,151+16.2% | $4,866+23.0% |
| Participant deferral / active EE | $16,167 | $6,980+131.6% | $6,230+159.5% | $5,352+202.1% |
| Admin fee / account holder | $60 | $11,198-99.5% | $9,015-99.3% | $9,540-99.4% |