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 | $134,758 | $91,190+47.8% | $178,490-24.5% | $79,858+68.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 15.77% | 24.19%-8.4pp | 151.07%-135.3pp | 31.71%-15.9pp |
| Employer contribution / active EE | $3,973 | $3,256+22.0% | $5,011-20.7% | $2,471+60.8% |
| Participant deferral / active EE | $2,881 | $3,236-11.0% | $5,202-44.6% | $3,740-23.0% |
| Admin fee / account holder | $113 | $6,751-98.3% | $13,984-99.2% | $5,306-97.9% |