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 | $192,831 | $80,717+138.9% | $154,803+24.6% | $84,808+127.4% |
| Participation rate | 82.4% | 66.8%+15.5pp | 78.1%+4.3pp | 68.3%+14.0pp |
| Annual return | 17.40% | 37.96%-20.6pp | 58.88%-41.5pp | 40.90%-23.5pp |
| Employer contribution / active EE | $5,476 | $2,761+98.3% | $4,305+27.2% | $2,631+108.1% |
| Participant deferral / active EE | $5,873 | $3,303+77.8% | $5,540+6.0% | $4,212+39.4% |
| Admin fee / account holder | $66 | $6,746-99.0% | $14,329-99.5% | $7,344-99.1% |