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 | $140,696 | $96,557+45.7% | $80,975+73.8% | $273,961-48.6% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 6.09% | 15.14%-9.1pp | 17.10%-11.0pp | 41.45%-35.4pp |
| Employer contribution / active EE | $4,613 | $4,868-5.2% | $3,714+24.2% | $4,869-5.2% |
| Participant deferral / active EE | $7,540 | $6,598+14.3% | $5,696+32.4% | $5,287+42.6% |
| Admin fee / account holder | $103 | $7,492-98.6% | $5,516-98.1% | $10,132-99.0% |