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 | $178,451 | $58,523+204.9% | $99,443+79.5% | $72,985+144.5% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 21.05% | 28.51%-7.5pp | 30.72%-9.7pp | 81.00%-60.0pp |
| Employer contribution / active EE | $5,180 | $1,512+242.6% | $2,540+104.0% | $2,440+112.3% |
| Participant deferral / active EE | $5,517 | $2,606+111.7% | $3,619+52.5% | $3,607+52.9% |
| Admin fee / account holder | $63 | $4,102-98.5% | $6,250-99.0% | $5,124-98.8% |