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 | $199,880 | $148,534+34.6% | $135,903+47.1% | $139,434+43.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.71% | 79.19%-60.5pp | 68.23%-49.5pp | 372.94%-354.2pp |
| Employer contribution / active EE | $9,886 | $5,243+88.6% | $4,856+103.6% | $4,751+108.1% |
| Participant deferral / active EE | $7,954 | $8,100-1.8% | $7,758+2.5% | $6,710+18.5% |
| Admin fee / account holder | $220 | $12,400-98.2% | $10,762-98.0% | $11,403-98.1% |