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 5-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 | $146,334 | $118,450+23.5% | $98,439+48.7% | $139,434+4.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 16.54% | 18.94%-2.4pp | 21.16%-4.6pp | 372.94%-356.4pp |
| Employer contribution / active EE | $4,761 | $3,609+31.9% | $3,048+56.2% | $4,751+0.2% |
| Participant deferral / active EE | $6,197 | $5,392+14.9% | $4,738+30.8% | $6,710-7.7% |
| Admin fee / account holder | $222 | $14,026-98.4% | $8,948-97.5% | $11,403-98.1% |