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 | $218,620 | $185,822+17.6% | $169,993+28.6% | $139,434+56.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.17% | 60.50%-41.3pp | 53.37%-34.2pp | 372.94%-353.8pp |
| Employer contribution / active EE | $4,544 | $7,590-40.1% | $6,785-33.0% | $4,751-4.4% |
| Participant deferral / active EE | $10,172 | $11,622-12.5% | $10,408-2.3% | $6,710+51.6% |
| Admin fee / account holder | $24 | $15,381-99.8% | $12,815-99.8% | $11,403-99.8% |