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 | $169,755 | $85,202+99.2% | $172,739-1.7% | $72,985+132.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.05% | 27.32%-3.3pp | 802.84%-778.8pp | 81.00%-57.0pp |
| Employer contribution / active EE | $6,554 | $3,324+97.2% | $5,143+27.4% | $2,440+168.6% |
| Participant deferral / active EE | $5,599 | $3,260+71.7% | $5,198+7.7% | $3,607+55.2% |
| Admin fee / account holder | $105 | $5,884-98.2% | $13,954-99.2% | $5,124-97.9% |