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 | $127,338 | $43,075+195.6% | $74,583+70.7% | $62,891+102.5% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 8.19% | 17.50%-9.3pp | 20.47%-12.3pp | 20.14%-12.0pp |
| Employer contribution / active EE | $2,018 | $1,498+34.8% | $2,525-20.1% | $2,281-11.5% |
| Participant deferral / active EE | $5,319 | $2,389+122.6% | $3,458+53.8% | $3,203+66.1% |
| Admin fee / account holder | $96 | $2,840-96.6% | $4,138-97.7% | $4,296-97.8% |