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 | $182,223 | $47,848+280.8% | $81,478+123.6% | $70,131+159.8% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 16.73% | 27.25%-10.5pp | 38.78%-22.1pp | 73.14%-56.4pp |
| Employer contribution / active EE | $5,062 | $1,527+231.5% | $2,568+97.1% | $2,342+116.1% |
| Participant deferral / active EE | $9,831 | $2,453+300.8% | $3,537+178.0% | $3,332+195.1% |
| Admin fee / account holder | $124 | $3,145-96.1% | $4,561-97.3% | $4,645-97.3% |