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 | $135,053 | $77,634+74.0% | $156,549-13.7% | $62,891+114.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 13.77% | 50.32%-36.6pp | 32.23%-18.5pp | 20.14%-6.4pp |
| Employer contribution / active EE | $8,374 | $3,444+143.2% | $5,501+52.2% | $2,281+267.2% |
| Participant deferral / active EE | $6,462 | $3,045+112.2% | $4,871+32.7% | $3,203+101.7% |
| Admin fee / account holder | $167 | $5,561-97.0% | $13,027-98.7% | $4,296-96.1% |