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 | $117,697 | $58,523+101.1% | $99,443+18.4% | $72,985+61.3% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 21.02% | 28.51%-7.5pp | 30.72%-9.7pp | 81.00%-60.0pp |
| Employer contribution / active EE | $2,018 | $1,512+33.5% | $2,540-20.5% | $2,440-17.3% |
| Participant deferral / active EE | $4,277 | $2,606+64.1% | $3,619+18.2% | $3,607+18.6% |
| Admin fee / account holder | $244 | $4,102-94.1% | $6,250-96.1% | $5,124-95.2% |