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 | $221,487 | $153,772+44.0% | $133,980+65.3% | $273,961-19.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.86% | 36.51%-28.7pp | 29.30%-21.4pp | 41.45%-33.6pp |
| Employer contribution / active EE | $7,651 | $6,029+26.9% | $5,211+46.8% | $4,869+57.2% |
| Participant deferral / active EE | $8,820 | $6,958+26.8% | $6,282+40.4% | $5,287+66.8% |
| Admin fee / account holder | $197 | $11,765-98.3% | $9,324-97.9% | $10,132-98.1% |