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 | $240,093 | $86,286+178.3% | $111,297+115.7% | $85,850+179.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 17.56% | 19.99%-2.4pp | 54.65%-37.1pp | 318.53%-301.0pp |
| Employer contribution / active EE | $3,313 | $2,043+62.2% | $2,731+21.3% | $2,565+29.2% |
| Participant deferral / active EE | $6,189 | $3,641+70.0% | $4,487+37.9% | $3,952+56.6% |
| Admin fee / account holder | $55 | $8,188-99.3% | $7,964-99.3% | $6,260-99.1% |