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 | $150,157 | $111,754+34.4% | $103,333+45.3% | $145,922+2.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.84% | 24.77%-11.9pp | 24.88%-12.0pp | 561.29%-548.4pp |
| Employer contribution / active EE | $10,700 | $4,212+154.0% | $3,868+176.7% | $4,660+129.6% |
| Participant deferral / active EE | $15,215 | $5,619+170.8% | $5,057+200.8% | $6,688+127.5% |
| Admin fee / account holder | $15 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |