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 | $173,609 | $112,096+54.9% | $95,952+80.9% | $158,922+9.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.62% | 171.09%-155.5pp | 91.61%-76.0pp | 302.83%-287.2pp |
| Employer contribution / active EE | $12,293 | $3,198+284.4% | $2,541+383.8% | $4,761+158.2% |
| Participant deferral / active EE | $8,145 | $4,784+70.3% | $4,167+95.5% | $5,982+36.2% |
| Admin fee / account holder | $257 | $10,130-97.5% | $6,795-96.2% | $11,246-97.7% |