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 | $170,819 | $105,931+61.3% | $81,930+108.5% | $158,922+7.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 12.43% | 38.17%-25.7pp | 29.49%-17.1pp | 302.83%-290.4pp |
| Employer contribution / active EE | $7,111 | $7,800-8.8% | $4,310+65.0% | $4,761+49.4% |
| Participant deferral / active EE | $10,109 | $13,003-22.3% | $7,107+42.2% | $5,982+69.0% |
| Admin fee / account holder | $81 | $8,489-99.0% | $5,158-98.4% | $11,246-99.3% |