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 | $200,313 | $107,452+86.4% | $91,541+118.8% | $142,382+40.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 24.00% | 22.06%+1.9pp | 20.50%+3.5pp | 217.08%-193.1pp |
| Employer contribution / active EE | $8,462 | $2,994+182.6% | $2,505+237.8% | $4,299+96.8% |
| Participant deferral / active EE | $15,067 | $4,754+216.9% | $4,008+275.9% | $6,507+131.5% |
| Admin fee / account holder | $213 | $8,834-97.6% | $6,956-96.9% | $12,624-98.3% |