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 | $112,018 | $83,337+34.4% | $67,834+65.1% | $273,961-59.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 8.54% | 259.45%-250.9pp | 138.47%-129.9pp | 41.45%-32.9pp |
| Employer contribution / active EE | $8,926 | $3,287+171.5% | $2,403+271.4% | $4,869+83.3% |
| Participant deferral / active EE | $5,023 | $4,088+22.9% | $3,160+59.0% | $5,287-5.0% |
| Admin fee / account holder | $83 | $6,752-98.8% | $4,622-98.2% | $10,132-99.2% |