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 | $201,099 | $98,240+104.7% | $82,313+144.3% | $147,584+36.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 77.65% | 30.85%+46.8pp | 25.88%+51.8pp | 578.55%-500.9pp |
| Employer contribution / active EE | $2,606 | $3,192-18.4% | $2,428+7.3% | $4,876-46.6% |
| Participant deferral / active EE | $3,562 | $4,383-18.7% | $3,706-3.9% | $5,439-34.5% |
| Admin fee / account holder | $111 | $8,563-98.7% | $5,608-98.0% | $10,885-99.0% |