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 | $123,236 | $96,557+27.6% | $80,975+52.2% | $273,961-55.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 5.73% | 15.14%-9.4pp | 17.10%-11.4pp | 41.45%-35.7pp |
| Employer contribution / active EE | $4,710 | $4,868-3.2% | $3,714+26.8% | $4,869-3.3% |
| Participant deferral / active EE | $13,647 | $6,598+106.8% | $5,696+139.6% | $5,287+158.1% |
| Admin fee / account holder | $107 | $7,492-98.6% | $5,516-98.1% | $10,132-98.9% |