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 | $96,298 | $125,758-23.4% | $169,993-43.4% | $75,163+28.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 15.33% | 27.20%-11.9pp | 53.37%-38.0pp | 160.62%-145.3pp |
| Employer contribution / active EE | $19,006 | $4,615+311.8% | $6,785+180.1% | $2,670+611.9% |
| Participant deferral / active EE | $5,050 | $6,837-26.1% | $10,408-51.5% | $4,125+22.4% |
| Admin fee / account holder | $14 | $8,173-99.8% | $12,815-99.9% | $5,651-99.8% |