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 | $233,146 | $98,240+137.3% | $82,313+183.2% | $147,584+58.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.21% | 30.85%-12.6pp | 25.88%-7.7pp | 578.55%-560.3pp |
| Employer contribution / active EE | $2,522 | $3,192-21.0% | $2,428+3.8% | $4,876-48.3% |
| Participant deferral / active EE | $4,242 | $4,383-3.2% | $3,706+14.5% | $5,439-22.0% |
| Admin fee / account holder | $3 | $8,563-100.0% | $5,608-99.9% | $10,885-100.0% |