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 | $225,011 | $127,065+77.1% | $113,168+98.8% | $142,382+58.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.41% | 24.03%-9.6pp | 24.27%-9.9pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,121 | $3,442-38.4% | $2,975-28.7% | $4,299-50.7% |
| Participant deferral / active EE | $11,326 | $5,716+98.1% | $5,107+121.8% | $6,507+74.1% |
| Admin fee / account holder | $210 | $15,736-98.7% | $12,068-98.3% | $12,624-98.3% |