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 | $217,912 | $87,166+150.0% | $76,735+184.0% | $137,256+58.8% |
| Participation rate | 88.9% | 74.4%+14.5pp | 69.5%+19.4pp | 80.0%+8.9pp |
| Annual return | 14.43% | 26.50%-12.1pp | 29.77%-15.3pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,909 | $2,904+0.2% | $2,454+18.5% | $4,156-30.0% |
| Participant deferral / active EE | $9,871 | $4,726+108.9% | $4,088+141.5% | $6,407+54.1% |
| Admin fee / account holder | $107 | $8,403-98.7% | $7,189-98.5% | $12,270-99.1% |