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 | $144,317 | $85,766+68.3% | $136,294+5.9% | $70,131+105.8% |
| Participation rate | 75.5% | 74.2%+1.3pp | 81.9%-6.4pp | 69.5%+5.9pp |
| Annual return | 16.08% | 31.45%-15.4pp | 5155.94%-5139.9pp | 73.14%-57.1pp |
| Employer contribution / active EE | $1,614 | $2,966-45.6% | $4,695-65.6% | $2,342-31.1% |
| Participant deferral / active EE | $4,472 | $5,051-11.5% | $6,247-28.4% | $3,332+34.2% |
| Admin fee / account holder | $23 | $5,420-99.6% | $9,243-99.7% | $4,645-99.5% |