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 | $188,422 | $148,534+26.9% | $135,903+38.6% | $139,434+35.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.29% | 79.19%-59.9pp | 68.23%-48.9pp | 372.94%-353.7pp |
| Employer contribution / active EE | $15,940 | $5,243+204.0% | $4,856+228.2% | $4,751+235.5% |
| Participant deferral / active EE | $12,247 | $8,100+51.2% | $7,758+57.9% | $6,710+82.5% |
| Admin fee / account holder | $176 | $12,400-98.6% | $10,762-98.4% | $11,403-98.5% |