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 | $135,749 | $91,190+48.9% | $178,490-23.9% | $79,858+70.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.27% | 24.19%-11.9pp | 151.07%-138.8pp | 31.71%-19.4pp |
| Employer contribution / active EE | $4,835 | $3,256+48.5% | $5,011-3.5% | $2,471+95.7% |
| Participant deferral / active EE | $4,366 | $3,236+34.9% | $5,202-16.1% | $3,740+16.7% |
| Admin fee / account holder | $269 | $6,751-96.0% | $13,984-98.1% | $5,306-94.9% |