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 | $145,627 | $232,540-37.4% | $185,117-21.3% | $147,584-1.3% |
| Participation rate | 93.3% | 82.4%+11.0pp | 77.3%+16.1pp | 82.8%+10.5pp |
| Annual return | 18.30% | 43.03%-24.7pp | 40.50%-22.2pp | 578.55%-560.3pp |
| Employer contribution / active EE | $12,125 | $5,195+133.4% | $4,182+190.0% | $4,876+148.7% |
| Participant deferral / active EE | $6,233 | $5,834+6.8% | $5,045+23.5% | $5,439+14.6% |
| Admin fee / account holder | $163 | $10,275-98.4% | $8,159-98.0% | $10,885-98.5% |