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 | $150,762 | $96,484+56.3% | $75,886+98.7% | $152,861-1.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 32.34% | 33.98%-1.6pp | 30.76%+1.6pp | 345.32%-313.0pp |
| Employer contribution / active EE | $8,804 | $3,309+166.0% | $2,500+252.1% | $4,762+84.9% |
| Participant deferral / active EE | $3,150 | $4,553-30.8% | $3,603-12.6% | $5,850-46.2% |
| Admin fee / account holder | $104 | $8,078-98.7% | $5,418-98.1% | $11,596-99.1% |