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 | $104,198 | $84,233+23.7% | $170,442-38.9% | $70,131+48.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.28% | 23.06%-5.8pp | 205.93%-188.6pp | 73.14%-55.9pp |
| Employer contribution / active EE | $5,780 | $3,387+70.7% | $5,433+6.4% | $2,342+146.8% |
| Participant deferral / active EE | $5,028 | $3,086+62.9% | $4,939+1.8% | $3,332+50.9% |
| Admin fee / account holder | $226 | $5,698-96.0% | $13,880-98.4% | $4,645-95.1% |