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 | $103,572 | $226,064-54.2% | $182,532-43.3% | $152,861-32.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 20.59% | 192.51%-171.9pp | 148.54%-127.9pp | 345.32%-324.7pp |
| Employer contribution / active EE | $1,561 | $4,978-68.6% | $4,076-61.7% | $4,762-67.2% |
| Participant deferral / active EE | $13,551 | $6,368+112.8% | $5,524+145.3% | $5,850+131.6% |
| Admin fee / account holder | $162 | $10,703-98.5% | $8,592-98.1% | $11,596-98.6% |