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 | $119,032 | $98,750+20.5% | $149,696-20.5% | $79,858+49.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 21.78% | 27.43%-5.6pp | 276.60%-254.8pp | 31.71%-9.9pp |
| Employer contribution / active EE | $8,492 | $3,216+164.0% | $4,644+82.9% | $2,471+243.7% |
| Participant deferral / active EE | $7,727 | $5,680+36.0% | $6,842+12.9% | $3,740+106.6% |
| Admin fee / account holder | $146 | $6,053-97.6% | $9,309-98.4% | $5,306-97.2% |