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 | $144,636 | $98,750+46.5% | $149,696-3.4% | $79,858+81.1% |
| Participation rate | 97.4% | 75.8%+21.7pp | 82.5%+15.0pp | 69.6%+27.8pp |
| Annual return | 20.48% | 27.43%-6.9pp | 276.60%-256.1pp | 31.71%-11.2pp |
| Employer contribution / active EE | $6,842 | $3,216+112.7% | $4,644+47.3% | $2,471+176.9% |
| Participant deferral / active EE | $7,784 | $5,680+37.0% | $6,842+13.8% | $3,740+108.1% |
| Admin fee / account holder | $218 | $6,053-96.4% | $9,309-97.7% | $5,306-95.9% |