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 | $163,264 | $96,956+68.4% | $70,014+133.2% | $273,961-40.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 2.76% | 12.93%-10.2pp | 12.99%-10.2pp | 41.45%-38.7pp |
| Employer contribution / active EE | $11,860 | $3,316+257.7% | $2,338+407.2% | $4,869+143.6% |
| Participant deferral / active EE | $9,491 | $3,744+153.5% | $2,931+223.9% | $5,287+79.5% |
| Admin fee / account holder | $106 | $7,934-98.7% | $4,380-97.6% | $10,132-99.0% |