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 | $219,718 | $163,101+34.7% | $136,749+60.7% | $142,382+54.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 18.60% | 27.54%-8.9pp | 24.33%-5.7pp | 217.08%-198.5pp |
| Employer contribution / active EE | $4,198 | $4,117+2.0% | $3,400+23.5% | $4,299-2.3% |
| Participant deferral / active EE | $8,133 | $5,585+45.6% | $4,692+73.3% | $6,507+25.0% |
| Admin fee / account holder | $47 | $14,318-99.7% | $11,386-99.6% | $12,624-99.6% |