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 | $114,525 | $77,813+47.2% | $123,544-7.3% | $64,186+78.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 8.71% | 12.48%-3.8pp | 119.20%-110.5pp | 7.63%+1.1pp |
| Employer contribution / active EE | $8,402 | $3,014+178.8% | $4,628+81.6% | $2,381+252.9% |
| Participant deferral / active EE | $3,641 | $5,240-30.5% | $6,426-43.3% | $3,470+4.9% |
| Admin fee / account holder | $150 | $5,519-97.3% | $9,284-98.4% | $4,888-96.9% |