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 | $209,578 | $112,096+87.0% | $95,952+118.4% | $158,922+31.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 13.54% | 171.09%-157.6pp | 91.61%-78.1pp | 302.83%-289.3pp |
| Employer contribution / active EE | $1,456 | $3,198-54.5% | $2,541-42.7% | $4,761-69.4% |
| Participant deferral / active EE | $3,640 | $4,784-23.9% | $4,167-12.6% | $5,982-39.2% |
| Admin fee / account holder | $48 | $10,130-99.5% | $6,795-99.3% | $11,246-99.6% |