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 | $106,404 | $78,705+35.2% | $117,854-9.7% | $70,131+51.7% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 19.92% | 23.30%-3.4pp | 335.08%-315.2pp | 73.14%-53.2pp |
| Employer contribution / active EE | $5,255 | $2,223+136.4% | $3,786+38.8% | $2,342+124.4% |
| Participant deferral / active EE | $4,446 | $3,297+34.8% | $4,482-0.8% | $3,332+33.4% |
| Admin fee / account holder | $66 | $5,065-98.7% | $8,020-99.2% | $4,645-98.6% |