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 | $218,743 | $92,222+137.2% | $76,768+184.9% | $135,375+61.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 6.01% | 5.46%+0.6pp | 2.43%+3.6pp | 519.73%-513.7pp |
| Employer contribution / active EE | $24,600 | $3,216+665.0% | $2,485+889.9% | $4,779+414.8% |
| Participant deferral / active EE | $0 | $4,509-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $90 | $10,748-99.2% | $6,675-98.7% | $10,827-99.2% |