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 | $108,728 | $84,233+29.1% | $170,442-36.2% | $70,131+55.0% |
| Participation rate | 88.0% | 70.8%+17.2pp | 83.6%+4.4pp | 69.5%+18.5pp |
| Annual return | 13.13% | 23.06%-9.9pp | 205.93%-192.8pp | 73.14%-60.0pp |
| Employer contribution / active EE | $6,317 | $3,387+86.5% | $5,433+16.3% | $2,342+169.7% |
| Participant deferral / active EE | $2,214 | $3,086-28.3% | $4,939-55.2% | $3,332-33.5% |
| Admin fee / account holder | $94 | $5,698-98.4% | $13,880-99.3% | $4,645-98.0% |