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 | $180,586 | $90,503+99.5% | $78,689+129.5% | $273,961-34.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.31% | 75.60%-67.3pp | 62.18%-53.9pp | 41.45%-33.1pp |
| Employer contribution / active EE | $3,009 | $3,176-5.3% | $2,851+5.5% | $4,869-38.2% |
| Participant deferral / active EE | $9,559 | $3,901+145.0% | $3,517+171.8% | $5,287+80.8% |
| Admin fee / account holder | $14 | $5,263-99.7% | $4,510-99.7% | $10,132-99.9% |