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 | $120,514 | $51,175+135.5% | $70,515+70.9% | $75,163+60.3% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 19.08% | 30.02%-10.9pp | 32.77%-13.7pp | 160.62%-141.5pp |
| Employer contribution / active EE | $2,863 | $1,826+56.8% | $2,973-3.7% | $2,670+7.2% |
| Participant deferral / active EE | $7,841 | $2,849+175.2% | $4,567+71.7% | $4,125+90.1% |
| Admin fee / account holder | $59 | $4,091-98.6% | $6,412-99.1% | $5,651-99.0% |