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 | $102,254 | $183,519-44.3% | $155,509-34.2% | $145,922-29.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.47% | 61.17%-45.7pp | 64.67%-49.2pp | 561.29%-545.8pp |
| Employer contribution / active EE | $7,085 | $5,313+33.3% | $4,672+51.6% | $4,660+52.0% |
| Participant deferral / active EE | $7,523 | $6,462+16.4% | $5,626+33.7% | $6,688+12.5% |
| Admin fee / account holder | $172 | $19,313-99.1% | $15,912-98.9% | $13,397-98.7% |