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 | $201,432 | $153,772+31.0% | $133,980+50.3% | $273,961-26.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.70% | 36.51%-27.8pp | 29.30%-20.6pp | 41.45%-32.8pp |
| Employer contribution / active EE | $24,960 | $6,029+314.0% | $5,211+378.9% | $4,869+412.7% |
| Participant deferral / active EE | $5,544 | $6,958-20.3% | $6,282-11.8% | $5,287+4.9% |
| Admin fee / account holder | $172 | $11,765-98.5% | $9,324-98.2% | $10,132-98.3% |