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 | $174,412 | $83,477+108.9% | $125,175+39.3% | $72,985+139.0% |
| Participation rate | 89.3% | 73.3%+16.0pp | 79.8%+9.5pp | 69.5%+19.8pp |
| Annual return | 23.53% | 25.78%-2.2pp | 43.79%-20.3pp | 81.00%-57.5pp |
| Employer contribution / active EE | $3,169 | $2,345+35.1% | $3,865-18.0% | $2,440+29.9% |
| Participant deferral / active EE | $6,011 | $3,585+67.7% | $4,937+21.8% | $3,607+66.6% |
| Admin fee / account holder | $70 | $5,517-98.7% | $9,702-99.3% | $5,124-98.6% |