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 | $228,334 | $138,347+65.0% | $184,203+24.0% | $80,856+182.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 27.90% | 20.02%+7.9pp | 28.81%-0.9pp | 35.59%-7.7pp |
| Employer contribution / active EE | $9,523 | $4,850+96.3% | $6,427+48.2% | $2,755+245.7% |
| Participant deferral / active EE | $0 | $7,071-100.0% | $9,131-100.0% | $4,296-100.0% |
| Admin fee / account holder | $61 | $10,483-99.4% | $13,901-99.6% | $6,918-99.1% |