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 | $171,484 | $142,405+20.4% | $115,157+48.9% | $152,861+12.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 20.71% | 41.48%-20.8pp | 35.60%-14.9pp | 345.32%-324.6pp |
| Employer contribution / active EE | $6,337 | $4,010+58.0% | $3,179+99.4% | $4,762+33.1% |
| Participant deferral / active EE | $23,225 | $5,164+349.8% | $4,168+457.2% | $5,850+297.0% |
| Admin fee / account holder | $20 | $8,462-99.8% | $7,088-99.7% | $11,596-99.8% |