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 | $183,391 | $116,175+57.9% | $93,606+95.9% | $152,861+20.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 12.13% | 35.96%-23.8pp | 32.76%-20.6pp | 345.32%-333.2pp |
| Employer contribution / active EE | $4,726 | $3,218+46.9% | $2,718+73.9% | $4,762-0.8% |
| Participant deferral / active EE | $11,936 | $4,603+159.3% | $4,069+193.4% | $5,850+104.0% |
| Admin fee / account holder | $22 | $10,748-99.8% | $7,888-99.7% | $11,596-99.8% |