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 | $240,396 | $85,006+182.8% | $76,190+215.5% | $145,922+64.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.3%+20.7pp | 80.3%+19.7pp |
| Annual return | 16.34% | 13.11%+3.2pp | 13.78%+2.6pp | 561.29%-544.9pp |
| Employer contribution / active EE | $9,083 | $5,265+72.5% | $4,578+98.4% | $4,660+94.9% |
| Participant deferral / active EE | $18,219 | $6,392+185.0% | $5,474+232.8% | $6,688+172.4% |
| Admin fee / account holder | $0 | $5,760-100.0% | $5,123-100.0% | $13,397-100.0% |