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 | $123,787 | $65,703+88.4% | $94,224+31.4% | $59,632+107.6% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 0.34% | 5.22%-4.9pp | 10.68%-10.3pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $8,877 | $2,021+339.3% | $3,587+147.5% | $2,203+303.0% |
| Participant deferral / active EE | $6,607 | $3,143+110.2% | $4,320+52.9% | $3,192+107.0% |
| Admin fee / account holder | $39 | $4,264-99.1% | $6,269-99.4% | $4,297-99.1% |