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 | $184,694 | $81,248+127.3% | $155,509+18.8% | $80,856+128.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 18.93% | 33.31%-14.4pp | 64.67%-45.7pp | 35.59%-16.7pp |
| Employer contribution / active EE | $11,435 | $3,100+268.8% | $4,672+144.7% | $2,755+315.1% |
| Participant deferral / active EE | $6,237 | $3,452+80.7% | $5,626+10.8% | $4,296+45.2% |
| Admin fee / account holder | $109 | $7,997-98.6% | $15,912-99.3% | $6,918-98.4% |