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 | $248,873 | $91,190+172.9% | $178,490+39.4% | $79,858+211.6% |
| Participation rate | 93.9% | 69.2%+24.7pp | 81.9%+12.0pp | 69.6%+24.3pp |
| Annual return | 10.94% | 24.19%-13.3pp | 151.07%-140.1pp | 31.71%-20.8pp |
| Employer contribution / active EE | $8,883 | $3,256+172.8% | $5,011+77.3% | $2,471+259.5% |
| Participant deferral / active EE | $7,215 | $3,236+123.0% | $5,202+38.7% | $3,740+92.9% |
| Admin fee / account holder | $23 | $6,751-99.7% | $13,984-99.8% | $5,306-99.6% |