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 | $107,658 | $54,762+96.6% | $90,281+19.2% | $72,985+47.5% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 24.29% | 30.63%-6.3pp | 78.10%-53.8pp | 81.00%-56.7pp |
| Employer contribution / active EE | $4,323 | $2,092+106.6% | $2,854+51.5% | $2,440+77.2% |
| Participant deferral / active EE | $4,118 | $2,887+42.6% | $3,885+6.0% | $3,607+14.1% |
| Admin fee / account holder | $42 | $3,972-99.0% | $5,351-99.2% | $5,124-99.2% |