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 | $220,280 | $88,707+148.3% | $74,183+196.9% | $273,961-19.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.09% | 11.94%-2.9pp | 17.74%-8.6pp | 41.45%-32.4pp |
| Employer contribution / active EE | $4,127 | $3,159+30.6% | $2,370+74.1% | $4,869-15.2% |
| Participant deferral / active EE | $8,236 | $4,212+95.5% | $3,550+132.0% | $5,287+55.8% |
| Admin fee / account holder | $19 | $8,717-99.8% | $5,586-99.7% | $10,132-99.8% |