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 | $240,477 | $153,772+56.4% | $133,980+79.5% | $273,961-12.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.04% | 36.51%-27.5pp | 29.30%-20.3pp | 41.45%-32.4pp |
| Employer contribution / active EE | $10,165 | $6,029+68.6% | $5,211+95.0% | $4,869+108.8% |
| Participant deferral / active EE | $13,350 | $6,958+91.9% | $6,282+112.5% | $5,287+152.5% |
| Admin fee / account holder | $217 | $11,765-98.2% | $9,324-97.7% | $10,132-97.9% |