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 | $244,802 | $135,952+80.1% | $123,892+97.6% | $273,961-10.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.26% | 56.63%-52.4pp | 47.52%-43.3pp | 41.45%-37.2pp |
| Employer contribution / active EE | $12,018 | $5,170+132.5% | $4,617+160.3% | $4,869+146.8% |
| Participant deferral / active EE | $14,198 | $6,343+123.9% | $5,984+137.3% | $5,287+168.5% |
| Admin fee / account holder | $172 | $9,817-98.2% | $8,357-97.9% | $10,132-98.3% |