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 | $159,164 | $99,341+60.2% | $84,750+87.8% | $273,961-41.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 13.03% | 22.93%-9.9pp | 22.78%-9.8pp | 41.45%-28.4pp |
| Employer contribution / active EE | $1,801 | $4,214-57.3% | $3,574-49.6% | $4,869-63.0% |
| Participant deferral / active EE | $12,420 | $4,269+190.9% | $3,712+234.6% | $5,287+134.9% |
| Admin fee / account holder | $53 | $6,644-99.2% | $5,332-99.0% | $10,132-99.5% |