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 | $166,170 | $98,240+69.1% | $82,313+101.9% | $147,584+12.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.54% | 30.85%-11.3pp | 25.88%-6.3pp | 578.55%-559.0pp |
| Employer contribution / active EE | $3,152 | $3,192-1.3% | $2,428+29.8% | $4,876-35.4% |
| Participant deferral / active EE | $4,953 | $4,383+13.0% | $3,706+33.6% | $5,439-8.9% |
| Admin fee / account holder | $44 | $8,563-99.5% | $5,608-99.2% | $10,885-99.6% |