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 | $229,524 | $76,367+200.6% | $93,606+145.2% | $72,985+214.5% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 22.53% | 25.82%-3.3pp | 32.76%-10.2pp | 81.00%-58.5pp |
| Employer contribution / active EE | $8,839 | $2,275+288.5% | $2,718+225.2% | $2,440+262.3% |
| Participant deferral / active EE | $8,441 | $3,538+138.6% | $4,069+107.5% | $3,607+134.0% |
| Admin fee / account holder | $127 | $6,838-98.1% | $7,888-98.4% | $5,124-97.5% |