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 | $117,534 | $157,256-25.3% | $141,162-16.7% | $152,861-23.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.63% | 64.32%-41.7pp | 71.39%-48.8pp | 345.32%-322.7pp |
| Employer contribution / active EE | $9,089 | $5,261+72.8% | $4,735+92.0% | $4,762+90.9% |
| Participant deferral / active EE | $6,241 | $7,109-12.2% | $6,709-7.0% | $5,850+6.7% |
| Admin fee / account holder | $263 | $12,120-97.8% | $10,261-97.4% | $11,596-97.7% |