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 | $165,839 | $99,341+66.9% | $84,750+95.7% | $273,961-39.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.68% | 22.93%-16.3pp | 22.78%-16.1pp | 41.45%-34.8pp |
| Employer contribution / active EE | $5,600 | $4,214+32.9% | $3,574+56.7% | $4,869+15.0% |
| Participant deferral / active EE | $12,643 | $4,269+196.1% | $3,712+240.6% | $5,287+139.1% |
| Admin fee / account holder | $223 | $6,644-96.6% | $5,332-95.8% | $10,132-97.8% |