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 | $210,913 | $92,222+128.7% | $76,768+174.7% | $135,375+55.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 13.54% | 5.46%+8.1pp | 2.43%+11.1pp | 519.73%-506.2pp |
| Employer contribution / active EE | $7,888 | $3,216+145.3% | $2,485+217.4% | $4,779+65.1% |
| Participant deferral / active EE | $4,552 | $4,509+1.0% | $3,852+18.2% | $5,609-18.9% |
| Admin fee / account holder | $9 | $10,748-99.9% | $6,675-99.9% | $10,827-99.9% |