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 | $142,826 | $99,341+43.8% | $84,750+68.5% | $273,961-47.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.83% | 22.93%-16.1pp | 22.78%-16.0pp | 41.45%-34.6pp |
| Employer contribution / active EE | $15,097 | $4,214+258.3% | $3,574+322.4% | $4,869+210.1% |
| Participant deferral / active EE | $4,942 | $4,269+15.7% | $3,712+33.1% | $5,287-6.5% |
| Admin fee / account holder | $259 | $6,644-96.1% | $5,332-95.1% | $10,132-97.4% |