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 | $164,453 | $60,349+172.5% | $74,183+121.7% | $62,891+161.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 8.86% | 21.37%-12.5pp | 17.74%-8.9pp | 20.14%-11.3pp |
| Employer contribution / active EE | $4,905 | $1,680+192.0% | $2,370+107.0% | $2,281+115.1% |
| Participant deferral / active EE | $3,502 | $2,856+22.6% | $3,550-1.3% | $3,203+9.3% |
| Admin fee / account holder | $244 | $4,261-94.3% | $5,586-95.6% | $4,296-94.3% |