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 | $53,516+92.4% | $126,539-18.6% | $84,808+21.4% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 19.54% | 58.34%-38.8pp | 425.95%-406.4pp | 40.90%-21.4pp |
| Employer contribution / active EE | $2,602 | $1,535+69.6% | $3,674-29.2% | $2,631-1.1% |
| Participant deferral / active EE | $4,679 | $2,671+75.2% | $4,083+14.6% | $4,212+11.1% |
| Admin fee / account holder | $172 | $4,497-96.2% | $6,065-97.2% | $7,344-97.7% |