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 | $139,999 | $100,754+39.0% | $86,677+61.5% | $134,475+4.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -10.52% | 29.04%-39.6pp | 35.91%-46.4pp | 417.96%-428.5pp |
| Employer contribution / active EE | $10,946 | $3,489+213.7% | $2,836+285.9% | $4,740+131.0% |
| Participant deferral / active EE | $2,808 | $5,338-47.4% | $4,656-39.7% | $6,400-56.1% |
| Admin fee / account holder | $160 | $10,926-98.5% | $7,493-97.9% | $11,426-98.6% |