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 | $191,132 | $81,248+135.2% | $155,509+22.9% | $80,856+136.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.66% | 33.31%-20.6pp | 64.67%-52.0pp | 35.59%-22.9pp |
| Employer contribution / active EE | $7,504 | $3,100+142.0% | $4,672+60.6% | $2,755+172.4% |
| Participant deferral / active EE | $5,438 | $3,452+57.5% | $5,626-3.4% | $4,296+26.6% |
| Admin fee / account holder | $3 | $7,997-100.0% | $15,912-100.0% | $6,918-100.0% |