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 | $195,095 | $99,079+96.9% | $77,999+150.1% | $273,961-28.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 9.47% | 217.93%-208.5pp | 425.96%-416.5pp | 41.45%-32.0pp |
| Employer contribution / active EE | $8,182 | $3,308+147.4% | $2,470+231.3% | $4,869+68.1% |
| Participant deferral / active EE | $10,392 | $4,306+141.3% | $3,497+197.2% | $5,287+96.6% |
| Admin fee / account holder | $35 | $8,954-99.6% | $5,480-99.4% | $10,132-99.7% |