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 | $112,966 | $77,145+46.4% | $108,410+4.2% | $85,850+31.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 14.02% | 44.54%-30.5pp | 905.27%-891.3pp | 318.53%-304.5pp |
| Employer contribution / active EE | $2,629 | $2,379+10.5% | $3,558-26.1% | $2,565+2.5% |
| Participant deferral / active EE | $6,636 | $5,566+19.2% | $6,563+1.1% | $3,952+67.9% |
| Admin fee / account holder | $6 | $5,172-99.9% | $7,295-99.9% | $6,260-99.9% |