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 | $204,110 | $884,045-76.9% | $453,369-55.0% | $167,490+21.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 78.0%+22.0pp | 82.1%+17.9pp |
| Annual return | 25.08% | 29.49%-4.4pp | 64.40%-39.3pp | 478.56%-453.5pp |
| Employer contribution / active EE | $3,459 | $5,538-37.5% | $4,070-15.0% | $4,837-28.5% |
| Participant deferral / active EE | $11,838 | $7,898+49.9% | $6,209+90.7% | $6,341+86.7% |
| Admin fee / account holder | $24 | $22,063-99.9% | $11,209-99.8% | $12,309-99.8% |