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 | $119,461 | $93,571+27.7% | $135,903-12.1% | $75,163+58.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.66% | 30.90%-12.2pp | 68.23%-49.6pp | 160.62%-142.0pp |
| Employer contribution / active EE | $5,531 | $3,537+56.4% | $4,856+13.9% | $2,670+107.2% |
| Participant deferral / active EE | $11,402 | $6,404+78.0% | $7,758+47.0% | $4,125+176.4% |
| Admin fee / account holder | $299 | $6,975-95.7% | $10,762-97.2% | $5,651-94.7% |