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 | $79,594 | $157,256-49.4% | $141,162-43.6% | $152,861-47.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.26% | 64.32%-42.1pp | 71.39%-49.1pp | 345.32%-323.1pp |
| Employer contribution / active EE | $6,780 | $5,261+28.9% | $4,735+43.2% | $4,762+42.4% |
| Participant deferral / active EE | $17,496 | $7,109+146.1% | $6,709+160.8% | $5,850+199.1% |
| Admin fee / account holder | $253 | $12,120-97.9% | $10,261-97.5% | $11,596-97.8% |