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 | $175,060 | $106,515+64.4% | $96,683+81.1% | $139,434+25.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.00% | 38.43%-23.4pp | 35.69%-20.7pp | 372.94%-357.9pp |
| Employer contribution / active EE | $16,353 | $4,103+298.6% | $3,737+337.6% | $4,751+244.2% |
| Participant deferral / active EE | $7,680 | $5,454+40.8% | $4,878+57.4% | $6,710+14.5% |
| Admin fee / account holder | $162 | $7,877-97.9% | $6,730-97.6% | $11,403-98.6% |