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 | $142,413 | $158,398-10.1% | $126,539+12.5% | $142,3820% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 18.37% | 593.76%-575.4pp | 425.95%-407.6pp | 217.08%-198.7pp |
| Employer contribution / active EE | $3,896 | $4,650-16.2% | $3,674+6.0% | $4,299-9.4% |
| Participant deferral / active EE | $7,210 | $4,767+51.3% | $4,083+76.6% | $6,507+10.8% |
| Admin fee / account holder | $73 | $6,918-98.9% | $6,065-98.8% | $12,624-99.4% |