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 | $206,885 | $93,571+121.1% | $135,903+52.2% | $75,163+175.2% |
| Participation rate | 96.0% | 75.2%+20.8pp | 81.9%+14.1pp | 67.2%+28.8pp |
| Annual return | 16.29% | 30.90%-14.6pp | 68.23%-51.9pp | 160.62%-144.3pp |
| Employer contribution / active EE | $850 | $3,537-76.0% | $4,856-82.5% | $2,670-68.2% |
| Participant deferral / active EE | $13,726 | $6,404+114.3% | $7,758+76.9% | $4,125+232.7% |
| Admin fee / account holder | $49 | $6,975-99.3% | $10,762-99.5% | $5,651-99.1% |