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 | $157,543 | $46,869+236.1% | $122,332+28.8% | $70,131+124.6% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 20.40% | 24.22%-3.8pp | 30.27%-9.9pp | 73.14%-52.7pp |
| Employer contribution / active EE | $7,472 | $1,288+480.2% | $4,050+84.5% | $2,342+219.0% |
| Participant deferral / active EE | $7,874 | $2,166+263.4% | $3,287+139.6% | $3,332+136.3% |
| Admin fee / account holder | $15 | $3,322-99.6% | $5,478-99.7% | $4,645-99.7% |