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 | $121,176 | $102,317+18.4% | $146,958-17.5% | $80,856+49.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.34% | 134.76%-118.4pp | 418.34%-402.0pp | 35.59%-19.3pp |
| Employer contribution / active EE | $4,548 | $3,713+22.5% | $4,933-7.8% | $2,755+65.1% |
| Participant deferral / active EE | $8,039 | $6,644+21.0% | $8,070-0.4% | $4,296+87.1% |
| Admin fee / account holder | $85 | $7,941-98.9% | $12,998-99.3% | $6,918-98.8% |