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 | $146,233 | $79,944+82.9% | $98,439+48.6% | $75,163+94.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 14.21% | 19.75%-5.5pp | 21.16%-7.0pp | 160.62%-146.4pp |
| Employer contribution / active EE | $5,862 | $2,264+158.9% | $3,048+92.3% | $2,670+119.6% |
| Participant deferral / active EE | $6,637 | $3,752+76.9% | $4,738+40.1% | $4,125+60.9% |
| Admin fee / account holder | $290 | $6,840-95.8% | $8,948-96.8% | $5,651-94.9% |