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 | $153,848 | $110,257+39.5% | $96,544+59.4% | $139,434+10.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 21.06% | 26.32%-5.3pp | 25.84%-4.8pp | 372.94%-351.9pp |
| Employer contribution / active EE | $6,516 | $3,620+80.0% | $2,965+119.8% | $4,751+37.2% |
| Participant deferral / active EE | $3,344 | $5,548-39.7% | $4,851-31.1% | $6,710-50.2% |
| Admin fee / account holder | $253 | $11,591-97.8% | $8,252-96.9% | $11,403-97.8% |