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 | $117,484 | $162,781-27.8% | $133,956-12.3% | $158,922-26.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 5.76% | 41.94%-36.2pp | 45.09%-39.3pp | 302.83%-297.1pp |
| Employer contribution / active EE | $12,240 | $4,975+146.0% | $3,919+212.4% | $4,761+157.1% |
| Participant deferral / active EE | $4,767 | $5,911-19.4% | $5,048-5.6% | $5,982-20.3% |
| Admin fee / account holder | $155 | $11,736-98.7% | $8,927-98.3% | $11,246-98.6% |