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 | $182,977 | $77,813+135.1% | $123,544+48.1% | $64,186+185.1% |
| Participation rate | 80.8% | 74.7%+6.1pp | 82.3%-1.5pp | 69.6%+11.2pp |
| Annual return | 3.33% | 12.48%-9.2pp | 119.20%-115.9pp | 7.63%-4.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $11,891 | $5,240+126.9% | $6,426+85.1% | $3,470+242.7% |
| Admin fee / account holder | $89 | $5,519-98.4% | $9,284-99.0% | $4,888-98.2% |