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 | $109,699 | $177,572-38.2% | $154,803-29.1% | $142,382-23.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.80% | 65.07%-47.3pp | 58.88%-41.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $8,045 | $4,810+67.2% | $4,305+86.9% | $4,299+87.1% |
| Participant deferral / active EE | $6,021 | $6,272-4.0% | $5,540+8.7% | $6,507-7.5% |
| Admin fee / account holder | $176 | $16,786-99.0% | $14,329-98.8% | $12,624-98.6% |