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 | $137,479 | $78,422+75.3% | $95,952+43.3% | $79,858+72.2% |
| Participation rate | 89.3% | 73.5%+15.8pp | 77.1%+12.2pp | 69.6%+19.7pp |
| Annual return | 13.79% | 19.37%-5.6pp | 91.61%-77.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $5,347 | $1,945+174.9% | $2,541+110.4% | $2,471+116.4% |
| Participant deferral / active EE | $7,510 | $3,440+118.3% | $4,167+80.2% | $3,740+100.8% |
| Admin fee / account holder | $253 | $5,622-95.5% | $6,795-96.3% | $5,306-95.2% |