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 | $128,547 | $91,190+41.0% | $178,490-28.0% | $79,858+61.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.81% | 24.19%-12.4pp | 151.07%-139.3pp | 31.71%-19.9pp |
| Employer contribution / active EE | $5,483 | $3,256+68.4% | $5,011+9.4% | $2,471+121.9% |
| Participant deferral / active EE | $4,971 | $3,236+53.6% | $5,202-4.4% | $3,740+32.9% |
| Admin fee / account holder | $293 | $6,751-95.7% | $13,984-97.9% | $5,306-94.5% |