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 | $89,086 | $198,466-55.1% | $170,442-47.7% | $147,584-39.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.58% | 257.29%-239.7pp | 205.93%-188.4pp | 578.55%-561.0pp |
| Employer contribution / active EE | $15,916 | $6,184+157.4% | $5,433+193.0% | $4,876+226.4% |
| Participant deferral / active EE | $7,714 | $5,629+37.0% | $4,939+56.2% | $5,439+41.8% |
| Admin fee / account holder | $40 | $16,852-99.8% | $13,880-99.7% | $10,885-99.6% |