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 | $179,787 | $78,422+129.3% | $95,952+87.4% | $79,858+125.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 11.90% | 19.37%-7.5pp | 91.61%-79.7pp | 31.71%-19.8pp |
| Employer contribution / active EE | $4,663 | $1,945+139.7% | $2,541+83.5% | $2,471+88.7% |
| Participant deferral / active EE | $5,045 | $3,440+46.7% | $4,167+21.1% | $3,740+34.9% |
| Admin fee / account holder | $98 | $5,622-98.3% | $6,795-98.6% | $5,306-98.2% |