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 | $182,595 | $99,341+83.8% | $84,750+115.5% | $273,961-33.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.65% | 22.93%-15.3pp | 22.78%-15.1pp | 41.45%-33.8pp |
| Employer contribution / active EE | $14,563 | $4,214+245.6% | $3,574+307.5% | $4,869+199.1% |
| Participant deferral / active EE | $7,147 | $4,269+67.4% | $3,712+92.6% | $5,287+35.2% |
| Admin fee / account holder | $258 | $6,644-96.1% | $5,332-95.2% | $10,132-97.5% |