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 | $140,596 | $78,672+78.7% | $109,143+28.8% | $85,850+63.8% |
| Participation rate | 94.1% | 68.3%+25.8pp | 75.9%+18.2pp | 69.3%+24.8pp |
| Annual return | 15.98% | 25.09%-9.1pp | 25.75%-9.8pp | 318.53%-302.6pp |
| Employer contribution / active EE | $6,032 | $2,735+120.6% | $3,722+62.1% | $2,565+135.2% |
| Participant deferral / active EE | $4,045 | $3,467+16.7% | $4,653-13.1% | $3,952+2.4% |
| Admin fee / account holder | $77 | $5,469-98.6% | $6,752-98.9% | $6,260-98.8% |