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 | $115,662 | $98,750+17.1% | $149,696-22.7% | $79,858+44.8% |
| Participation rate | 96.9% | 75.8%+21.2pp | 82.5%+14.4pp | 69.6%+27.3pp |
| Annual return | 17.87% | 27.43%-9.6pp | 276.60%-258.7pp | 31.71%-13.8pp |
| Employer contribution / active EE | $4,044 | $3,216+25.7% | $4,644-12.9% | $2,471+63.7% |
| Participant deferral / active EE | $7,952 | $5,680+40.0% | $6,842+16.2% | $3,740+112.6% |
| Admin fee / account holder | $259 | $6,053-95.7% | $9,309-97.2% | $5,306-95.1% |