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 | $102,100 | $58,726+73.9% | $92,233+10.7% | $62,292+63.9% |
| Participation rate | 99.1% | 68.3%+30.7pp | 76.5%+22.6pp | 69.5%+29.5pp |
| Annual return | 54.36% | 43.62%+10.7pp | 176.28%-121.9pp | 28.90%+25.5pp |
| Employer contribution / active EE | $686 | $2,392-71.3% | $3,679-81.4% | $2,042-66.4% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $240 | $556-56.9% | $5,194-95.4% | $479-49.9% |