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 | $135,712 | $85,202+59.3% | $172,739-21.4% | $72,985+85.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.10% | 27.32%-5.2pp | 802.84%-780.7pp | 81.00%-58.9pp |
| Employer contribution / active EE | $6,559 | $3,324+97.3% | $5,143+27.5% | $2,440+168.8% |
| Participant deferral / active EE | $4,926 | $3,260+51.1% | $5,198-5.2% | $3,607+36.5% |
| Admin fee / account holder | $119 | $5,884-98.0% | $13,954-99.2% | $5,124-97.7% |