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 | $248,697 | $100,754+146.8% | $86,677+186.9% | $134,475+84.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -11.53% | 29.04%-40.6pp | 35.91%-47.4pp | 417.96%-429.5pp |
| Employer contribution / active EE | $2,760 | $3,489-20.9% | $2,836-2.7% | $4,740-41.8% |
| Participant deferral / active EE | $8,643 | $5,338+61.9% | $4,656+85.6% | $6,400+35.0% |
| Admin fee / account holder | $182 | $10,926-98.3% | $7,493-97.6% | $11,426-98.4% |