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 | $241,448 | $111,301+116.9% | $112,977+113.7% | $158,922+51.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 11.45% | 26.40%-14.9pp | 24.24%-12.8pp | 302.83%-291.4pp |
| Employer contribution / active EE | $3,874 | $4,471-13.4% | $4,255-8.9% | $4,761-18.6% |
| Participant deferral / active EE | $10,830 | $5,880+84.2% | $5,836+85.6% | $5,982+81.0% |
| Admin fee / account holder | $12 | $8,392-99.9% | $6,294-99.8% | $11,246-99.9% |