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 | $152,957 | $67,331+127.2% | $60,874+151.3% | $134,475+13.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | 3.98% | 49.93%-45.9pp | 16.90%-12.9pp | 417.96%-414.0pp |
| Employer contribution / active EE | $635 | $3,096-79.5% | $2,701-76.5% | $4,740-86.6% |
| Participant deferral / active EE | $1,610 | $4,538-64.5% | $3,817-57.8% | $6,400-74.8% |
| Admin fee / account holder | $3 | $4,582-99.9% | $3,224-99.9% | $11,426-100.0% |