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 | $142,373 | $90,503+57.3% | $78,689+80.9% | $273,961-48.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.58% | 75.60%-68.0pp | 62.18%-54.6pp | 41.45%-33.9pp |
| Employer contribution / active EE | $4,138 | $3,176+30.3% | $2,851+45.2% | $4,869-15.0% |
| Participant deferral / active EE | $13,400 | $3,901+243.5% | $3,517+281.0% | $5,287+153.4% |
| Admin fee / account holder | $22 | $5,263-99.6% | $4,510-99.5% | $10,132-99.8% |