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 | $177,117 | $127,065+39.4% | $113,168+56.5% | $142,382+24.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.57% | 24.03%-9.5pp | 24.27%-9.7pp | 217.08%-202.5pp |
| Employer contribution / active EE | $12,574 | $3,442+265.3% | $2,975+322.6% | $4,299+192.5% |
| Participant deferral / active EE | $5,803 | $5,716+1.5% | $5,107+13.6% | $6,507-10.8% |
| Admin fee / account holder | $8 | $15,736-100.0% | $12,068-99.9% | $12,624-99.9% |