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 | $211,666 | $175,202+20.8% | $149,673+41.4% | $139,434+51.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.62% | 166.71%-150.1pp | 134.42%-117.8pp | 372.94%-356.3pp |
| Employer contribution / active EE | $4,710 | $5,474-14.0% | $4,818-2.2% | $4,751-0.9% |
| Participant deferral / active EE | $5,833 | $6,519-10.5% | $5,680+2.7% | $6,710-13.1% |
| Admin fee / account holder | $139 | $16,150-99.1% | $13,210-98.9% | $11,403-98.8% |