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 | $102,245+95.9% | $89,340+124.2% | $137,256+45.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 24.00% | 21.89%+2.1pp | 20.57%+3.4pp | 220.34%-196.3pp |
| Employer contribution / active EE | $8,462 | $2,529+234.6% | $2,231+279.2% | $4,156+103.6% |
| Participant deferral / active EE | $15,067 | $4,436+239.6% | $3,823+294.1% | $6,407+135.2% |
| Admin fee / account holder | $213 | $8,085-97.4% | $6,704-96.8% | $12,270-98.3% |