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 | $201,200 | $112,096+79.5% | $95,952+109.7% | $158,922+26.6% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 39.08% | 171.09%-132.0pp | 91.61%-52.5pp | 302.83%-263.8pp |
| Employer contribution / active EE | $5,178 | $3,198+61.9% | $2,541+103.8% | $4,761+8.8% |
| Participant deferral / active EE | $3,783 | $4,784-20.9% | $4,167-9.2% | $5,982-36.8% |
| Admin fee / account holder | $31 | $10,130-99.7% | $6,795-99.5% | $11,246-99.7% |