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 | $175,892 | $81,446+116.0% | $103,374+70.2% | $80,874+117.5% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 15.40% | 25.57%-10.2pp | 24.89%-9.5pp | 35.62%-20.2pp |
| Employer contribution / active EE | $6,637 | $3,107+113.6% | $3,869+71.5% | $2,756+140.8% |
| Participant deferral / active EE | $6,713 | $3,870+73.5% | $5,058+32.7% | $4,297+56.2% |
| Admin fee / account holder | $46 | $6,715-99.3% | $8,394-99.5% | $6,935-99.3% |