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 | $101,952 | $78,705+29.5% | $117,854-13.5% | $70,131+45.4% |
| Participation rate | 94.2% | 73.2%+21.0pp | 79.7%+14.6pp | 69.5%+24.7pp |
| Annual return | 15.43% | 23.30%-7.9pp | 335.08%-319.6pp | 73.14%-57.7pp |
| Employer contribution / active EE | $3,365 | $2,223+51.4% | $3,786-11.1% | $2,342+43.7% |
| Participant deferral / active EE | $2,905 | $3,297-11.9% | $4,482-35.2% | $3,332-12.8% |
| Admin fee / account holder | $138 | $5,065-97.3% | $8,020-98.3% | $4,645-97.0% |