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 | $207,559 | $232,540-10.7% | $185,117+12.1% | $147,584+40.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 18.26% | 43.03%-24.8pp | 40.50%-22.2pp | 578.55%-560.3pp |
| Employer contribution / active EE | $3,198 | $5,195-38.4% | $4,182-23.5% | $4,876-34.4% |
| Participant deferral / active EE | $10,796 | $5,834+85.1% | $5,045+114.0% | $5,439+98.5% |
| Admin fee / account holder | $10 | $10,275-99.9% | $8,159-99.9% | $10,885-99.9% |