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 | $221,937 | $95,416+132.6% | $185,823+19.4% | $85,850+158.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.26% | 23.59%-10.3pp | 122.05%-108.8pp | 318.53%-305.3pp |
| Employer contribution / active EE | $7,518 | $3,314+126.9% | $5,167+45.5% | $2,565+193.1% |
| Participant deferral / active EE | $4,248 | $3,423+24.1% | $5,568-23.7% | $3,952+7.5% |
| Admin fee / account holder | $43 | $7,213-99.4% | $16,237-99.7% | $6,260-99.3% |