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 | $146,188 | $78,705+85.7% | $117,854+24.0% | $70,131+108.5% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 16.99% | 23.30%-6.3pp | 335.08%-318.1pp | 73.14%-56.2pp |
| Employer contribution / active EE | $2,958 | $2,223+33.1% | $3,786-21.9% | $2,342+26.3% |
| Participant deferral / active EE | $3,903 | $3,297+18.4% | $4,482-12.9% | $3,332+17.2% |
| Admin fee / account holder | $43 | $5,065-99.1% | $8,020-99.5% | $4,645-99.1% |