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 | $192,028 | $153,772+24.9% | $133,980+43.3% | $273,961-29.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.50% | 36.51%-27.0pp | 29.30%-19.8pp | 41.45%-32.0pp |
| Employer contribution / active EE | $11,179 | $6,029+85.4% | $5,211+114.5% | $4,869+129.6% |
| Participant deferral / active EE | $12,551 | $6,958+80.4% | $6,282+99.8% | $5,287+137.4% |
| Admin fee / account holder | $12 | $11,765-99.9% | $9,324-99.9% | $10,132-99.9% |