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 | $246,122 | $95,803+156.9% | $113,168+117.5% | $84,808+190.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 16.70% | 25.00%-8.3pp | 24.27%-7.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $5,658 | $2,360+139.8% | $2,975+90.2% | $2,631+115.1% |
| Participant deferral / active EE | $4,514 | $4,242+6.4% | $5,107-11.6% | $4,212+7.2% |
| Admin fee / account holder | $240 | $8,989-97.3% | $12,068-98.0% | $7,344-96.7% |