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 | $188,005 | $175,202+7.3% | $149,673+25.6% | $139,434+34.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.30% | 166.71%-149.4pp | 134.42%-117.1pp | 372.94%-355.6pp |
| Employer contribution / active EE | $2,807 | $5,474-48.7% | $4,818-41.7% | $4,751-40.9% |
| Participant deferral / active EE | $12,950 | $6,519+98.7% | $5,680+128.0% | $6,710+93.0% |
| Admin fee / account holder | $126 | $16,150-99.2% | $13,210-99.0% | $11,403-98.9% |