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 | $120,438 | $201,272-40.2% | $184,203-34.6% | $145,922-17.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.89% | 29.00%-15.1pp | 28.81%-14.9pp | 561.29%-547.4pp |
| Employer contribution / active EE | $9,193 | $7,022+30.9% | $6,427+43.0% | $4,660+97.3% |
| Participant deferral / active EE | $12,082 | $9,806+23.2% | $9,131+32.3% | $6,688+80.7% |
| Admin fee / account holder | $145 | $16,364-99.1% | $13,901-99.0% | $13,397-98.9% |