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 | $183,965 | $73,933+148.8% | $96,683+90.3% | $75,163+144.8% |
| Participation rate | 82.7% | 66.4%+16.3pp | 74.3%+8.3pp | 67.2%+15.5pp |
| Annual return | 20.88% | 26.70%-5.8pp | 35.69%-14.8pp | 160.62%-139.7pp |
| Employer contribution / active EE | $7,101 | $2,928+142.5% | $3,737+90.0% | $2,670+166.0% |
| Participant deferral / active EE | $7,127 | $3,659+94.8% | $4,878+46.1% | $4,125+72.8% |
| Admin fee / account holder | $299 | $5,216-94.3% | $6,730-95.6% | $5,651-94.7% |