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 | $221,661 | $102,616+116.0% | $81,983+170.4% | $158,922+39.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 7.58% | 61.04%-53.5pp | 41.31%-33.7pp | 302.83%-295.2pp |
| Employer contribution / active EE | $1,001 | $3,240-69.1% | $2,498-59.9% | $4,761-79.0% |
| Participant deferral / active EE | $5,081 | $4,648+9.3% | $3,722+36.5% | $5,982-15.1% |
| Admin fee / account holder | $91 | $8,235-98.9% | $5,664-98.4% | $11,246-99.2% |