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 | $182,942 | $117,381+55.9% | $99,443+84.0% | $152,861+19.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 6.15% | 31.87%-25.7pp | 30.72%-24.6pp | 345.32%-339.2pp |
| Employer contribution / active EE | $5,584 | $3,013+85.4% | $2,540+119.9% | $4,762+17.3% |
| Participant deferral / active EE | $5,400 | $4,086+32.2% | $3,619+49.2% | $5,850-7.7% |
| Admin fee / account holder | $59 | $7,631-99.2% | $6,250-99.1% | $11,596-99.5% |