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 | $217,730 | $107,452+102.6% | $91,541+137.9% | $142,382+52.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 23.87% | 22.06%+1.8pp | 20.50%+3.4pp | 217.08%-193.2pp |
| Employer contribution / active EE | $5,310 | $2,994+77.3% | $2,505+112.0% | $4,299+23.5% |
| Participant deferral / active EE | $17,728 | $4,754+272.9% | $4,008+342.3% | $6,507+172.4% |
| Admin fee / account holder | $181 | $8,834-98.0% | $6,956-97.4% | $12,624-98.6% |