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 | $238,665 | $175,202+36.2% | $149,673+59.5% | $139,434+71.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.77% | 166.71%-151.9pp | 134.42%-119.6pp | 372.94%-358.2pp |
| Employer contribution / active EE | $2,070 | $5,474-62.2% | $4,818-57.0% | $4,751-56.4% |
| Participant deferral / active EE | $8,571 | $6,519+31.5% | $5,680+50.9% | $6,710+27.7% |
| Admin fee / account holder | $220 | $16,150-98.6% | $13,210-98.3% | $11,403-98.1% |