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 | $164,906 | $99,341+66.0% | $84,750+94.6% | $273,961-39.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 15.94% | 22.93%-7.0pp | 22.78%-6.8pp | 41.45%-25.5pp |
| Employer contribution / active EE | $4,837 | $4,214+14.8% | $3,574+35.3% | $4,869-0.7% |
| Participant deferral / active EE | $5,833 | $4,269+36.6% | $3,712+57.2% | $5,287+10.3% |
| Admin fee / account holder | $138 | $6,644-97.9% | $5,332-97.4% | $10,132-98.6% |