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 | $163,515 | $127,386+28.4% | $115,037+42.1% | $125,391+30.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 3.88% | 31.28%-27.4pp | 26.14%-22.3pp | 282.22%-278.3pp |
| Employer contribution / active EE | $10,554 | $5,166+104.3% | $4,608+129.1% | $4,866+116.9% |
| Participant deferral / active EE | $8,097 | $6,423+26.1% | $6,026+34.4% | $5,352+51.3% |
| Admin fee / account holder | $26 | $9,516-99.7% | $8,175-99.7% | $9,540-99.7% |