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 | $132,739 | $58,927+125.3% | $76,817+72.8% | $72,985+81.9% |
| Participation rate | 92.9% | 67.3%+25.5pp | 72.1%+20.8pp | 69.5%+23.4pp |
| Annual return | 19.75% | 2305.64%-2285.9pp | 1166.11%-1146.4pp | 81.00%-61.2pp |
| Employer contribution / active EE | $3,314 | $1,787+85.5% | $2,302+44.0% | $2,440+35.8% |
| Participant deferral / active EE | $3,656 | $2,690+35.9% | $3,336+9.6% | $3,607+1.4% |
| Admin fee / account holder | $69 | $4,013-98.3% | $6,420-98.9% | $5,124-98.6% |