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 | $115,294 | $153,311-24.8% | $109,313+5.5% | $273,961-57.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 8.32% | 29.86%-21.5pp | 22.07%-13.8pp | 41.45%-33.1pp |
| Employer contribution / active EE | $13,313 | $5,619+136.9% | $3,892+242.1% | $4,869+173.4% |
| Participant deferral / active EE | $13,780 | $3,932+250.4% | $3,166+335.2% | $5,287+160.6% |
| Admin fee / account holder | $225 | $8,076-97.2% | $5,666-96.0% | $10,132-97.8% |