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 | $235,710 | $127,065+85.5% | $113,168+108.3% | $142,382+65.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.93% | 24.03%-9.1pp | 24.27%-9.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $8,888 | $3,442+158.2% | $2,975+198.7% | $4,299+106.7% |
| Participant deferral / active EE | $12,359 | $5,716+116.2% | $5,107+142.0% | $6,507+89.9% |
| Admin fee / account holder | $104 | $15,736-99.3% | $12,068-99.1% | $12,624-99.2% |