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 | $108,913 | $202,318-46.2% | $172,739-36.9% | $152,861-28.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 26.18% | 1029.65%-1003.5pp | 802.84%-776.7pp | 345.32%-319.1pp |
| Employer contribution / active EE | $19,245 | $5,856+228.6% | $5,143+274.2% | $4,762+304.1% |
| Participant deferral / active EE | $13,325 | $5,948+124.0% | $5,198+156.4% | $5,850+127.8% |
| Admin fee / account holder | $204 | $17,109-98.8% | $13,954-98.5% | $11,596-98.2% |