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 | $102,990 | $52,353+96.7% | $120,225-14.3% | $82,448+24.9% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 19.54% | 61.85%-42.3pp | 439.23%-419.7pp | 41.64%-22.1pp |
| Employer contribution / active EE | $2,602 | $1,510+72.3% | $3,475-25.1% | $2,551+2.0% |
| Participant deferral / active EE | $4,679 | $2,627+78.1% | $3,999+17.0% | $4,139+13.0% |
| Admin fee / account holder | $172 | $4,363-96.1% | $5,696-97.0% | $7,234-97.6% |