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 | $110,827 | $65,703+68.7% | $94,224+17.6% | $59,632+85.9% |
| Participation rate | 96.2% | 72.1%+24.0pp | 78.8%+17.4pp | 68.7%+27.5pp |
| Annual return | 1.40% | 5.22%-3.8pp | 10.68%-9.3pp | 2041.28%-2039.9pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,856 | $3,143+22.7% | $4,320-10.7% | $3,192+20.8% |
| Admin fee / account holder | $144 | $4,264-96.6% | $6,269-97.7% | $4,297-96.6% |