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 | $106,627 | $65,685+62.3% | $57,179+86.5% | $273,961-61.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 17.40% | 21.99%-4.6pp | 14.59%+2.8pp | 41.45%-24.1pp |
| Employer contribution / active EE | $3,700 | $3,279+12.9% | $2,682+37.9% | $4,869-24.0% |
| Participant deferral / active EE | $5,056 | $3,782+33.7% | $3,096+63.3% | $5,287-4.4% |
| Admin fee / account holder | $13 | $4,835-99.7% | $3,139-99.6% | $10,132-99.9% |