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 | $90,991 | $198,466-54.2% | $170,442-46.6% | $147,584-38.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.73% | 257.29%-244.6pp | 205.93%-193.2pp | 578.55%-565.8pp |
| Employer contribution / active EE | $19,032 | $6,184+207.8% | $5,433+250.3% | $4,876+290.3% |
| Participant deferral / active EE | $16,638 | $5,629+195.5% | $4,939+236.8% | $5,439+205.9% |
| Admin fee / account holder | $178 | $16,852-98.9% | $13,880-98.7% | $10,885-98.4% |