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 | $134,932 | $95,453+41.4% | $112,040+20.4% | $82,448+63.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 16.77% | 23.92%-7.2pp | 24.52%-7.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $4,968 | $2,318+114.4% | $2,954+68.2% | $2,551+94.8% |
| Participant deferral / active EE | $9,318 | $4,224+120.6% | $5,098+82.8% | $4,139+125.1% |
| Admin fee / account holder | $144 | $9,013-98.4% | $12,098-98.8% | $7,234-98.0% |