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 | $175,029 | $60,892+187.4% | $82,389+112.4% | $84,808+106.4% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 14.17% | 37.29%-23.1pp | 28.67%-14.5pp | 40.90%-26.7pp |
| Employer contribution / active EE | $10,049 | $1,779+464.8% | $2,517+299.2% | $2,631+282.0% |
| Participant deferral / active EE | $4,490 | $3,179+41.3% | $4,155+8.1% | $4,212+6.6% |
| Admin fee / account holder | $80 | $5,467-98.5% | $7,231-98.9% | $7,344-98.9% |