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 | $152,024 | $136,307+11.5% | $106,619+42.6% | $273,961-44.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 11.09% | 11.05%0pp | 9.42%+1.7pp | 41.45%-30.4pp |
| Employer contribution / active EE | $8,186 | $5,190+57.7% | $3,947+107.4% | $4,869+68.1% |
| Participant deferral / active EE | $19,755 | $4,969+297.5% | $3,930+402.7% | $5,287+273.6% |
| Admin fee / account holder | -$146 | $8,625-101.7% | $6,418-102.3% | $10,132-101.4% |