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 | $175,300 | $109,413+60.2% | $156,263+12.2% | $84,808+106.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 17.96% | 20.18%-2.2pp | 59.47%-41.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $8,147 | $2,907+180.3% | $4,333+88.0% | $2,631+209.7% |
| Participant deferral / active EE | $4,687 | $4,590+2.1% | $6,158-23.9% | $4,212+11.3% |
| Admin fee / account holder | $116 | $9,357-98.8% | $14,255-99.2% | $7,344-98.4% |