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 | $101,877 | $232,540-56.2% | $185,117-45.0% | $147,584-31.0% |
| Participation rate | 90.9% | 82.4%+8.6pp | 77.3%+13.6pp | 82.8%+8.1pp |
| Annual return | 247.99% | 43.03%+205.0pp | 40.50%+207.5pp | 578.55%-330.6pp |
| Employer contribution / active EE | $6,763 | $5,195+30.2% | $4,182+61.7% | $4,876+38.7% |
| Participant deferral / active EE | $3,640 | $5,834-37.6% | $5,045-27.8% | $5,439-33.1% |
| Admin fee / account holder | $89 | $10,275-99.1% | $8,159-98.9% | $10,885-99.2% |