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 | $177,318 | $76,552+131.6% | $123,892+43.1% | $62,891+181.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 9.37% | 18.68%-9.3pp | 47.52%-38.2pp | 20.14%-10.8pp |
| Employer contribution / active EE | $8,019 | $2,883+178.2% | $4,617+73.7% | $2,281+251.6% |
| Participant deferral / active EE | $8,850 | $4,840+82.9% | $5,984+47.9% | $3,203+176.3% |
| Admin fee / account holder | $292 | $4,826-93.9% | $8,357-96.5% | $4,296-93.2% |