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 | $155,634 | $48,046+223.9% | $84,611+83.9% | $72,985+113.2% |
| Participation rate | 74.1% | 57.6%+16.5pp | 68.2%+5.8pp | 69.5%+4.6pp |
| Annual return | 18.75% | 37.38%-18.6pp | 258.74%-240.0pp | 81.00%-62.2pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,545 | $2,680+144.2% | $3,899+67.9% | $3,607+81.4% |
| Admin fee / account holder | $80 | $3,395-97.7% | $4,912-98.4% | $5,124-98.4% |