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 | $185,681 | $111,754+66.2% | $103,333+79.7% | $145,922+27.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.59% | 24.77%-13.2pp | 24.88%-13.3pp | 561.29%-549.7pp |
| Employer contribution / active EE | $16,263 | $4,212+286.1% | $3,868+320.5% | $4,660+249.0% |
| Participant deferral / active EE | $14,639 | $5,619+160.5% | $5,057+189.4% | $6,688+118.9% |
| Admin fee / account holder | $270 | $9,750-97.2% | $8,355-96.8% | $13,397-98.0% |