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 | $104,317 | $85,766+21.6% | $136,294-23.5% | $70,131+48.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.49% | 31.45%-13.0pp | 5155.94%-5137.4pp | 73.14%-54.7pp |
| Employer contribution / active EE | $10,913 | $2,966+267.9% | $4,695+132.4% | $2,342+365.9% |
| Participant deferral / active EE | $8,302 | $5,051+64.4% | $6,247+32.9% | $3,332+149.2% |
| Admin fee / account holder | $212 | $5,420-96.1% | $9,243-97.7% | $4,645-95.4% |