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 | $118,947 | $87,013+36.7% | $106,213+12.0% | $80,856+47.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 12.61% | 17.05%-4.4pp | 116.14%-103.5pp | 35.59%-23.0pp |
| Employer contribution / active EE | $8,656 | $2,395+261.4% | $3,171+172.9% | $2,755+214.2% |
| Participant deferral / active EE | $6,969 | $3,986+74.8% | $5,016+38.9% | $4,296+62.2% |
| Admin fee / account holder | $110 | $8,431-98.7% | $11,033-99.0% | $6,918-98.4% |