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 | $171,223 | $88,707+93.0% | $74,183+130.8% | $273,961-37.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.63% | 11.94%-6.3pp | 17.74%-12.1pp | 41.45%-35.8pp |
| Employer contribution / active EE | $1,892 | $3,159-40.1% | $2,370-20.2% | $4,869-61.1% |
| Participant deferral / active EE | $7,627 | $4,212+81.1% | $3,550+114.9% | $5,287+44.3% |
| Admin fee / account holder | $62 | $8,717-99.3% | $5,586-98.9% | $10,132-99.4% |