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 | $179,377 | $86,286+107.9% | $111,297+61.2% | $85,850+108.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 15.17% | 19.99%-4.8pp | 54.65%-39.5pp | 318.53%-303.4pp |
| Employer contribution / active EE | $2,988 | $2,043+46.2% | $2,731+9.4% | $2,565+16.5% |
| Participant deferral / active EE | $5,002 | $3,641+37.4% | $4,487+11.5% | $3,952+26.6% |
| Admin fee / account holder | $45 | $8,188-99.5% | $7,964-99.4% | $6,260-99.3% |