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 | $155,503 | $91,190+70.5% | $178,490-12.9% | $79,858+94.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 18.89% | 24.19%-5.3pp | 151.07%-132.2pp | 31.71%-12.8pp |
| Employer contribution / active EE | $9,590 | $3,256+194.6% | $5,011+91.4% | $2,471+288.1% |
| Participant deferral / active EE | $5,028 | $3,236+55.4% | $5,202-3.3% | $3,740+34.4% |
| Admin fee / account holder | $209 | $6,751-96.9% | $13,984-98.5% | $5,306-96.1% |