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 | $191,077 | $89,753+112.9% | $107,525+77.7% | $84,808+125.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 16.16% | 29.48%-13.3pp | 181.32%-165.2pp | 40.90%-24.7pp |
| Employer contribution / active EE | $3,594 | $3,113+15.4% | $3,754-4.3% | $2,631+36.6% |
| Participant deferral / active EE | $8,529 | $4,056+110.3% | $5,116+66.7% | $4,212+102.5% |
| Admin fee / account holder | $218 | $7,222-97.0% | $8,919-97.6% | $7,344-97.0% |