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 | $180,688 | $127,100+42.2% | $105,738+70.9% | $135,375+33.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 19.46% | 4.49%+15.0pp | 6.27%+13.2pp | 519.73%-500.3pp |
| Employer contribution / active EE | $2,590 | $4,107-36.9% | $3,268-20.8% | $4,779-45.8% |
| Participant deferral / active EE | $3,370 | $5,064-33.4% | $4,080-17.4% | $5,609-39.9% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |