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 | $198,992 | $162,781+22.2% | $133,956+48.6% | $158,922+25.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 8.39% | 41.94%-33.6pp | 45.09%-36.7pp | 302.83%-294.4pp |
| Employer contribution / active EE | $2,303 | $4,975-53.7% | $3,919-41.2% | $4,761-51.6% |
| Participant deferral / active EE | $2,878 | $5,911-51.3% | $5,048-43.0% | $5,982-51.9% |
| Admin fee / account holder | $38 | $11,736-99.7% | $8,927-99.6% | $11,246-99.7% |