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 | $119,037 | $98,240+21.2% | $82,313+44.6% | $147,584-19.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 20.52% | 30.85%-10.3pp | 25.88%-5.4pp | 578.55%-558.0pp |
| Employer contribution / active EE | $8,934 | $3,192+179.9% | $2,428+267.9% | $4,876+83.2% |
| Participant deferral / active EE | $6,873 | $4,383+56.8% | $3,706+85.4% | $5,439+26.4% |
| Admin fee / account holder | $296 | $8,563-96.5% | $5,608-94.7% | $10,885-97.3% |