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 | $176,665 | $106,584+65.8% | $101,326+74.4% | $142,382+24.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.05% | 36.93%-18.9pp | 36.82%-18.8pp | 217.08%-199.0pp |
| Employer contribution / active EE | $4,564 | $3,956+15.4% | $3,665+24.5% | $4,299+6.2% |
| Participant deferral / active EE | $10,893 | $8,297+31.3% | $7,994+36.3% | $6,507+67.4% |
| Admin fee / account holder | $190 | $11,446-98.3% | $11,185-98.3% | $12,624-98.5% |