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 | $226,259 | $124,425+81.8% | $112,040+101.9% | $137,256+64.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 10.75% | 24.72%-14.0pp | 24.52%-13.8pp | 220.34%-209.6pp |
| Employer contribution / active EE | $1,322 | $3,411-61.2% | $2,954-55.2% | $4,156-68.2% |
| Participant deferral / active EE | $4,319 | $5,718-24.5% | $5,098-15.3% | $6,407-32.6% |
| Admin fee / account holder | $9 | $15,207-99.9% | $12,098-99.9% | $12,270-99.9% |