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 | $210,319 | $121,625+72.9% | $104,607+101.1% | $158,922+32.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 14.76% | 465.26%-450.5pp | 340.46%-325.7pp | 302.83%-288.1pp |
| Employer contribution / active EE | $5,862 | $3,163+85.3% | $2,681+118.7% | $4,761+23.1% |
| Participant deferral / active EE | $11,321 | $4,177+171.0% | $3,740+202.7% | $5,982+89.3% |
| Admin fee / account holder | $119 | $7,787-98.5% | $6,473-98.2% | $11,246-98.9% |