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 | $162,890 | $198,466-17.9% | $170,442-4.4% | $147,584+10.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.27% | 257.29%-244.0pp | 205.93%-192.7pp | 578.55%-565.3pp |
| Employer contribution / active EE | $12,295 | $6,184+98.8% | $5,433+126.3% | $4,876+152.1% |
| Participant deferral / active EE | $16,000 | $5,629+184.2% | $4,939+223.9% | $5,439+194.2% |
| Admin fee / account holder | $83 | $16,852-99.5% | $13,880-99.4% | $10,885-99.2% |