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 | $185,270 | $78,705+135.4% | $117,854+57.2% | $70,131+164.2% |
| Participation rate | 96.4% | 73.2%+23.2pp | 79.7%+16.8pp | 69.5%+26.9pp |
| Annual return | 15.10% | 23.30%-8.2pp | 335.08%-320.0pp | 73.14%-58.0pp |
| Employer contribution / active EE | $4,957 | $2,223+122.9% | $3,786+30.9% | $2,342+111.6% |
| Participant deferral / active EE | $10,535 | $3,297+219.5% | $4,482+135.1% | $3,332+216.2% |
| Admin fee / account holder | $30 | $5,065-99.4% | $8,020-99.6% | $4,645-99.4% |