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 | $195,437 | $135,635+44.1% | $110,238+77.3% | $135,375+44.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 1.46% | 513.19%-511.7pp | 314.74%-313.3pp | 519.73%-518.3pp |
| Employer contribution / active EE | $2,414 | $4,906-50.8% | $3,826-36.9% | $4,779-49.5% |
| Participant deferral / active EE | $10,239 | $5,506+85.9% | $4,672+119.2% | $5,609+82.6% |
| Admin fee / account holder | $213 | $11,457-98.1% | $8,547-97.5% | $10,827-98.0% |