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 | $235,644 | $98,240+139.9% | $82,313+186.3% | $147,584+59.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 20.01% | 30.85%-10.8pp | 25.88%-5.9pp | 578.55%-558.5pp |
| Employer contribution / active EE | $1,296 | $3,192-59.4% | $2,428-46.6% | $4,876-73.4% |
| Participant deferral / active EE | $5,109 | $4,383+16.6% | $3,706+37.9% | $5,439-6.1% |
| Admin fee / account holder | $208 | $8,563-97.6% | $5,608-96.3% | $10,885-98.1% |