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 | $235,325 | $148,534+58.4% | $135,903+73.2% | $139,434+68.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.97% | 79.19%-50.2pp | 68.23%-39.3pp | 372.94%-344.0pp |
| Employer contribution / active EE | $3,991 | $5,243-23.9% | $4,856-17.8% | $4,751-16.0% |
| Participant deferral / active EE | $12,179 | $8,100+50.4% | $7,758+57.0% | $6,710+81.5% |
| Admin fee / account holder | $268 | $12,400-97.8% | $10,762-97.5% | $11,403-97.6% |