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 | $181,246 | $153,311+18.2% | $109,313+65.8% | $273,961-33.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 18.22% | 29.86%-11.6pp | 22.07%-3.8pp | 41.45%-23.2pp |
| Employer contribution / active EE | $12,418 | $5,619+121.0% | $3,892+219.0% | $4,869+155.0% |
| Participant deferral / active EE | $8,964 | $3,932+128.0% | $3,166+183.1% | $5,287+69.5% |
| Admin fee / account holder | $102 | $8,076-98.7% | $5,666-98.2% | $10,132-99.0% |