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 | $132,764 | $92,222+44.0% | $76,768+72.9% | $135,375-1.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 4.74% | 5.46%-0.7pp | 2.43%+2.3pp | 519.73%-515.0pp |
| Employer contribution / active EE | $5,333 | $3,216+65.8% | $2,485+114.6% | $4,779+11.6% |
| Participant deferral / active EE | $1,940 | $4,509-57.0% | $3,852-49.6% | $5,609-65.4% |
| Admin fee / account holder | $117 | $10,748-98.9% | $6,675-98.2% | $10,827-98.9% |