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 | $147,982 | $65,365+126.4% | $92,893+59.3% | $72,985+102.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 24.50% | 42.10%-17.6pp | 109.41%-84.9pp | 81.00%-56.5pp |
| Employer contribution / active EE | $11,833 | $2,594+356.2% | $3,653+224.0% | $2,440+385.0% |
| Participant deferral / active EE | $2,644 | $3,128-15.5% | $4,236-37.6% | $3,607-26.7% |
| Admin fee / account holder | $71 | $4,251-98.3% | $5,794-98.8% | $5,124-98.6% |