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 | $154,920 | $64,348+140.8% | $90,160+71.8% | $70,131+120.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.42% | 28.13%-8.7pp | 34.88%-15.5pp | 73.14%-53.7pp |
| Employer contribution / active EE | $3,251 | $2,046+58.9% | $3,318-2.0% | $2,342+38.8% |
| Participant deferral / active EE | $6,061 | $4,389+38.1% | $5,288+14.6% | $3,332+81.9% |
| Admin fee / account holder | $18 | $3,944-99.5% | $5,943-99.7% | $4,645-99.6% |