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 | $122,472 | $91,190+34.3% | $178,490-31.4% | $79,858+53.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 19.05% | 24.19%-5.1pp | 151.07%-132.0pp | 31.71%-12.7pp |
| Employer contribution / active EE | $4,216 | $3,256+29.5% | $5,011-15.9% | $2,471+70.6% |
| Participant deferral / active EE | $9,526 | $3,236+194.4% | $5,202+83.1% | $3,740+154.7% |
| Admin fee / account holder | $174 | $6,751-97.4% | $13,984-98.8% | $5,306-96.7% |