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 | $153,178 | $85,022+80.2% | $70,515+117.2% | $139,434+9.9% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 16.02% | 30.38%-14.4pp | 32.77%-16.8pp | 372.94%-356.9pp |
| Employer contribution / active EE | $13,449 | $3,909+244.0% | $2,973+352.3% | $4,751+183.1% |
| Participant deferral / active EE | $2,857 | $5,890-51.5% | $4,567-37.4% | $6,710-57.4% |
| Admin fee / account holder | $137 | $8,906-98.5% | $6,412-97.9% | $11,403-98.8% |