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 | $240,101 | $98,750+143.1% | $149,696+60.4% | $79,858+200.7% |
| Participation rate | 97.3% | 75.8%+21.5pp | 82.5%+14.8pp | 69.6%+27.7pp |
| Annual return | 13.99% | 27.43%-13.4pp | 276.60%-262.6pp | 31.71%-17.7pp |
| Employer contribution / active EE | $2,093 | $3,216-34.9% | $4,644-54.9% | $2,471-15.3% |
| Participant deferral / active EE | $7,916 | $5,680+39.4% | $6,842+15.7% | $3,740+111.7% |
| Admin fee / account holder | $8 | $6,053-99.9% | $9,309-99.9% | $5,306-99.9% |