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 | $152,219 | $43,075+253.4% | $74,583+104.1% | $62,891+142.0% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 8.46% | 17.50%-9.0pp | 20.47%-12.0pp | 20.14%-11.7pp |
| Employer contribution / active EE | $8,131 | $1,498+442.9% | $2,525+222.0% | $2,281+256.5% |
| Participant deferral / active EE | $3,151 | $2,389+31.9% | $3,458-8.9% | $3,203-1.6% |
| Admin fee / account holder | $216 | $2,840-92.4% | $4,138-94.8% | $4,296-95.0% |