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 | $121,357 | $83,337+45.6% | $67,834+78.9% | $273,961-55.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 7.52% | 259.45%-251.9pp | 138.47%-131.0pp | 41.45%-33.9pp |
| Employer contribution / active EE | $3,523 | $3,287+7.2% | $2,403+46.6% | $4,869-27.6% |
| Participant deferral / active EE | $9,707 | $4,088+137.5% | $3,160+207.2% | $5,287+83.6% |
| Admin fee / account holder | $224 | $6,752-96.7% | $4,622-95.2% | $10,132-97.8% |