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 | $188,443 | $114,381+64.7% | $107,525+75.3% | $142,382+32.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.84% | 242.71%-222.9pp | 181.32%-161.5pp | 217.08%-197.2pp |
| Employer contribution / active EE | $4,259 | $4,015+6.1% | $3,754+13.5% | $4,299-0.9% |
| Participant deferral / active EE | $11,814 | $5,564+112.3% | $5,116+130.9% | $6,507+81.6% |
| Admin fee / account holder | $89 | $9,860-99.1% | $8,919-99.0% | $12,624-99.3% |