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 | $130,022 | $90,503+43.7% | $78,689+65.2% | $273,961-52.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.56% | 75.60%-67.0pp | 62.18%-53.6pp | 41.45%-32.9pp |
| Employer contribution / active EE | $14,280 | $3,176+349.7% | $2,851+401.0% | $4,869+193.3% |
| Participant deferral / active EE | $12,470 | $3,901+219.6% | $3,517+254.6% | $5,287+135.9% |
| Admin fee / account holder | $12 | $5,263-99.8% | $4,510-99.7% | $10,132-99.9% |