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 5-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 | $172,602 | $100,970+70.9% | $96,576+78.7% | $137,256+25.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 19.22% | 38.16%-18.9pp | 38.47%-19.3pp | 220.34%-201.1pp |
| Employer contribution / active EE | $2,445 | $3,809-35.8% | $3,553-31.2% | $4,156-41.2% |
| Participant deferral / active EE | $10,067 | $8,286+21.5% | $7,956+26.5% | $6,407+57.1% |
| Admin fee / account holder | $208 | $11,312-98.2% | $11,381-98.2% | $12,270-98.3% |