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 | $183,802 | $96,557+90.4% | $80,975+127.0% | $273,961-32.9% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 11.34% | 15.14%-3.8pp | 17.10%-5.8pp | 41.45%-30.1pp |
| Employer contribution / active EE | $17,483 | $4,868+259.1% | $3,714+370.7% | $4,869+259.1% |
| Participant deferral / active EE | $9,100 | $6,598+37.9% | $5,696+59.8% | $5,287+72.1% |
| Admin fee / account holder | $18 | $7,492-99.8% | $5,516-99.7% | $10,132-99.8% |