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 | $171,218 | $102,828+66.5% | $105,387+62.5% | $152,861+12.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 26.28% | 20.85%+5.4pp | 26.82%-0.5pp | 345.32%-319.0pp |
| Employer contribution / active EE | $16,751 | $4,473+274.5% | $4,213+297.6% | $4,762+251.7% |
| Participant deferral / active EE | $2,702 | $5,465-50.6% | $5,502-50.9% | $5,850-53.8% |
| Admin fee / account holder | $22 | $8,683-99.8% | $6,559-99.7% | $11,596-99.8% |