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 | $117,448 | $85,766+36.9% | $136,294-13.8% | $70,131+67.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.24% | 31.45%-13.2pp | 5155.94%-5137.7pp | 73.14%-54.9pp |
| Employer contribution / active EE | $3,062 | $2,966+3.2% | $4,695-34.8% | $2,342+30.7% |
| Participant deferral / active EE | $7,162 | $5,051+41.8% | $6,247+14.6% | $3,332+115.0% |
| Admin fee / account holder | $272 | $5,420-95.0% | $9,243-97.1% | $4,645-94.1% |