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 | $161,641 | $93,071+73.7% | $74,583+116.7% | $273,961-41.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 6.16% | 26.18%-20.0pp | 20.47%-14.3pp | 41.45%-35.3pp |
| Employer contribution / active EE | $4,749 | $3,160+50.3% | $2,525+88.1% | $4,869-2.5% |
| Participant deferral / active EE | $4,265 | $4,160+2.5% | $3,458+23.3% | $5,287-19.3% |
| Admin fee / account holder | $81 | $5,272-98.5% | $4,138-98.0% | $10,132-99.2% |