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 | $184,898 | $172,111+7.4% | $150,298+23.0% | $137,256+34.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.57% | 69.37%-50.8pp | 62.79%-44.2pp | 220.34%-201.8pp |
| Employer contribution / active EE | $2,432 | $4,636-47.5% | $4,154-41.5% | $4,156-41.5% |
| Participant deferral / active EE | $16,790 | $6,166+172.3% | $5,453+207.9% | $6,407+162.1% |
| Admin fee / account holder | $211 | $16,471-98.7% | $14,116-98.5% | $12,270-98.3% |