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 7-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 | $168,212 | $101,724+65.4% | $164,813+2.1% | $80,856+108.0% |
| Participation rate | 97.7% | 71.8%+25.8pp | 78.6%+19.1pp | 67.6%+30.0pp |
| Annual return | 11.46% | 16.72%-5.3pp | 69.93%-58.5pp | 35.59%-24.1pp |
| Employer contribution / active EE | $13,140 | $2,953+344.9% | $4,341+202.7% | $2,755+377.0% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,031-100.0% | $4,296-100.0% |
| Admin fee / account holder | -$1,184 | $8,227-114.4% | $12,690-109.3% | $6,918-117.1% |