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 | $136,855 | $90,503+51.2% | $78,689+73.9% | $273,961-50.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.52% | 75.60%-65.1pp | 62.18%-51.7pp | 41.45%-30.9pp |
| Employer contribution / active EE | $14,994 | $3,176+372.1% | $2,851+426.0% | $4,869+208.0% |
| Participant deferral / active EE | $9,252 | $3,901+137.2% | $3,517+163.1% | $5,287+75.0% |
| Admin fee / account holder | $202 | $5,263-96.2% | $4,510-95.5% | $10,132-98.0% |