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 | $184,489 | $108,919+69.4% | $100,391+83.8% | $145,922+26.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 20.38% | 57.88%-37.5pp | 49.20%-28.8pp | 561.29%-540.9pp |
| Employer contribution / active EE | $3,687 | $4,419-16.6% | $3,942-6.5% | $4,660-20.9% |
| Participant deferral / active EE | $16,523 | $8,445+95.7% | $8,082+104.5% | $6,688+147.1% |
| Admin fee / account holder | $196 | $9,689-98.0% | $7,899-97.5% | $13,397-98.5% |