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 | $124,382 | $106,584+16.7% | $101,326+22.8% | $142,382-12.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 14.45% | 36.93%-22.5pp | 36.82%-22.4pp | 217.08%-202.6pp |
| Employer contribution / active EE | $36,150 | $3,956+813.8% | $3,665+886.3% | $4,299+740.9% |
| Participant deferral / active EE | $19,033 | $8,297+129.4% | $7,994+138.1% | $6,507+192.5% |
| Admin fee / account holder | $227 | $11,446-98.0% | $11,185-98.0% | $12,624-98.2% |