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 | $160,965 | $76,552+110.3% | $123,892+29.9% | $62,891+155.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.31% | 18.68%-11.4pp | 47.52%-40.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $6,007 | $2,883+108.4% | $4,617+30.1% | $2,281+163.4% |
| Participant deferral / active EE | $8,771 | $4,840+81.2% | $5,984+46.6% | $3,203+173.8% |
| Admin fee / account holder | $177 | $4,826-96.3% | $8,357-97.9% | $4,296-95.9% |