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 | $175,152 | $72,277+142.3% | $101,248+73.0% | $79,858+119.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 41.41% | 22.30%+19.1pp | 46.47%-5.1pp | 31.71%+9.7pp |
| Employer contribution / active EE | $3,756 | $2,692+39.6% | $3,660+2.6% | $2,471+52.0% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $55 | $4,400-98.8% | $5,945-99.1% | $5,306-99.0% |