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 | $174,343 | $106,890+63.1% | $84,015+107.5% | $152,861+14.1% |
| Participation rate | 88.9% | 75.2%+13.6pp | 69.0%+19.9pp | 82.4%+6.4pp |
| Annual return | 18.63% | 104.99%-86.4pp | 71.31%-52.7pp | 345.32%-326.7pp |
| Employer contribution / active EE | $7,397 | $2,734+170.5% | $1,983+273.0% | $4,762+55.3% |
| Participant deferral / active EE | $3,292 | $4,011-17.9% | $3,239+1.6% | $5,850-43.7% |
| Admin fee / account holder | $30 | $8,285-99.6% | $6,101-99.5% | $11,596-99.7% |