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 | $151,592 | $185,822-18.4% | $169,993-10.8% | $139,434+8.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.13% | 60.50%-43.4pp | 53.37%-36.2pp | 372.94%-355.8pp |
| Employer contribution / active EE | $16,558 | $7,590+118.2% | $6,785+144.0% | $4,751+248.5% |
| Participant deferral / active EE | $18,305 | $11,622+57.5% | $10,408+75.9% | $6,710+172.8% |
| Admin fee / account holder | $188 | $15,381-98.8% | $12,815-98.5% | $11,403-98.3% |