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 | $200,574 | $111,814+79.4% | $93,654+114.2% | $145,959+37.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.71% | 203.30%-191.6pp | 133.34%-121.6pp | 561.95%-550.2pp |
| Employer contribution / active EE | $1,851 | $3,092-40.1% | $2,421-23.5% | $4,661-60.3% |
| Participant deferral / active EE | $3,687 | $4,914-25.0% | $4,413-16.4% | $6,689-44.9% |
| Admin fee / account holder | $171 | $10,246-98.3% | $8,282-97.9% | $13,398-98.7% |