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 | $175,385 | $72,492+141.9% | $87,100+101.4% | $72,985+140.3% |
| Participation rate | 96.4% | 72.8%+23.6pp | 76.9%+19.5pp | 69.5%+26.9pp |
| Annual return | 23.99% | 24.46%-0.5pp | 28.19%-4.2pp | 81.00%-57.0pp |
| Employer contribution / active EE | $3,370 | $1,894+77.9% | $2,521+33.7% | $2,440+38.1% |
| Participant deferral / active EE | $5,535 | $3,270+69.3% | $4,049+36.7% | $3,607+53.4% |
| Admin fee / account holder | $36 | $5,055-99.3% | $7,497-99.5% | $5,124-99.3% |