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 | $208,423 | $165,335+26.1% | $149,696+39.2% | $158,922+31.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.53% | 348.15%-331.6pp | 276.60%-260.1pp | 302.83%-286.3pp |
| Employer contribution / active EE | $3,373 | $5,103-33.9% | $4,644-27.4% | $4,761-29.2% |
| Participant deferral / active EE | $8,258 | $7,181+15.0% | $6,842+20.7% | $5,982+38.1% |
| Admin fee / account holder | $111 | $10,807-99.0% | $9,309-98.8% | $11,246-99.0% |