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 | $179,236 | $114,381+56.7% | $107,525+66.7% | $142,382+25.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 26.40% | 242.71%-216.3pp | 181.32%-154.9pp | 217.08%-190.7pp |
| Employer contribution / active EE | $1,487 | $4,015-63.0% | $3,754-60.4% | $4,299-65.4% |
| Participant deferral / active EE | $6,596 | $5,564+18.5% | $5,116+28.9% | $6,507+1.4% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |