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 | $113,709 | $77,899+46.0% | $149,673-24.0% | $75,163+51.3% |
| Participation rate | 98.0% | 65.6%+32.4pp | 78.8%+19.2pp | 67.2%+30.8pp |
| Annual return | 23.32% | 31.72%-8.4pp | 134.42%-111.1pp | 160.62%-137.3pp |
| Employer contribution / active EE | $6,797 | $3,137+116.6% | $4,818+41.1% | $2,670+154.6% |
| Participant deferral / active EE | $3,398 | $3,411-0.4% | $5,680-40.2% | $4,125-17.6% |
| Admin fee / account holder | $248 | $5,956-95.8% | $13,210-98.1% | $5,651-95.6% |