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 | $185,767 | $88,707+109.4% | $74,183+150.4% | $273,961-32.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.42% | 11.94%-4.5pp | 17.74%-10.3pp | 41.45%-34.0pp |
| Employer contribution / active EE | $949 | $3,159-70.0% | $2,370-60.0% | $4,869-80.5% |
| Participant deferral / active EE | $7,332 | $4,212+74.1% | $3,550+106.5% | $5,287+38.7% |
| Admin fee / account holder | $84 | $8,717-99.0% | $5,586-98.5% | $10,132-99.2% |