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 | $180,389 | $98,750+82.7% | $149,696+20.5% | $79,858+125.9% |
| Participation rate | 98.0% | 75.8%+22.2pp | 82.5%+15.5pp | 69.6%+28.4pp |
| Annual return | 19.86% | 27.43%-7.6pp | 276.60%-256.7pp | 31.71%-11.9pp |
| Employer contribution / active EE | $3,416 | $3,216+6.2% | $4,644-26.5% | $2,471+38.2% |
| Participant deferral / active EE | $9,106 | $5,680+60.3% | $6,842+33.1% | $3,740+143.5% |
| Admin fee / account holder | $167 | $6,053-97.2% | $9,309-98.2% | $5,306-96.9% |