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 | $206,035 | $167,307+23.1% | $143,757+43.3% | $134,475+53.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 6.10% | 0.46%+5.6pp | -0.04%+6.1pp | 417.96%-411.9pp |
| Employer contribution / active EE | $15,079 | $5,619+168.4% | $4,951+204.6% | $4,740+218.1% |
| Participant deferral / active EE | $8,833 | $6,446+37.0% | $5,637+56.7% | $6,400+38.0% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |