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 | $227,792 | $153,772+48.1% | $133,980+70.0% | $273,961-16.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 12.91% | 36.51%-23.6pp | 29.30%-16.4pp | 41.45%-28.5pp |
| Employer contribution / active EE | $15,787 | $6,029+161.9% | $5,211+202.9% | $4,869+224.3% |
| Participant deferral / active EE | $11,500 | $6,958+65.3% | $6,282+83.1% | $5,287+117.5% |
| Admin fee / account holder | $10 | $11,765-99.9% | $9,324-99.9% | $10,132-99.9% |