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 | $213,837 | $117,381+82.2% | $99,443+115.0% | $152,861+39.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 6.48% | 31.87%-25.4pp | 30.72%-24.2pp | 345.32%-338.8pp |
| Employer contribution / active EE | $2,161 | $3,013-28.3% | $2,540-14.9% | $4,762-54.6% |
| Participant deferral / active EE | $5,022 | $4,086+22.9% | $3,619+38.8% | $5,850-14.2% |
| Admin fee / account holder | $77 | $7,631-99.0% | $6,250-98.8% | $11,596-99.3% |