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 | $119,501 | $180,449-33.8% | $154,107-22.5% | $135,375-11.7% |
| Participation rate | 92.9% | 87.4%+5.4pp | 83.0%+9.8pp | 82.6%+10.2pp |
| Annual return | -8.36% | 888.09%-896.4pp | 735.12%-743.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $10,014 | $6,035+65.9% | $5,298+89.0% | $4,779+109.5% |
| Participant deferral / active EE | $5,138 | $5,806-11.5% | $5,081+1.1% | $5,609-8.4% |
| Admin fee / account holder | $243 | $16,143-98.5% | $13,411-98.2% | $10,827-97.8% |