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 | $210,069 | $149,734+40.3% | $118,925+76.6% | $158,922+32.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 8.97% | 19.95%-11.0pp | 35.88%-26.9pp | 302.83%-293.9pp |
| Employer contribution / active EE | $7,290 | $4,115+77.1% | $3,263+123.4% | $4,761+53.1% |
| Participant deferral / active EE | $5,184 | $5,223-0.8% | $4,265+21.5% | $5,982-13.3% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |