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 | $217,188 | $140,588+54.5% | $123,104+76.4% | $125,391+73.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 0.00% | 16.80%-16.8pp | 13.22%-13.2pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,675 | $6,041-72.3% | $5,151-67.5% | $4,866-65.6% |
| Participant deferral / active EE | $6,000 | $6,980-14.0% | $6,230-3.7% | $5,352+12.1% |
| Admin fee / account holder | $281 | $11,198-97.5% | $9,015-96.9% | $9,540-97.1% |