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 | $117,833 | $99,020+19.0% | $86,590+36.1% | $147,584-20.2% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 19.83% | 1312.34%-1292.5pp | 964.84%-945.0pp | 578.55%-558.7pp |
| Employer contribution / active EE | $7,923 | $3,132+153.0% | $2,839+179.0% | $4,876+62.5% |
| Participant deferral / active EE | $6,220 | $3,972+56.6% | $3,609+72.4% | $5,439+14.4% |
| Admin fee / account holder | -$115 | $5,710-102.0% | $4,906-102.3% | $10,885-101.1% |