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 | $216,820 | $77,899+178.3% | $149,673+44.9% | $75,163+188.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.61% | 31.72%-13.1pp | 134.42%-115.8pp | 160.62%-142.0pp |
| Employer contribution / active EE | $8,976 | $3,137+186.1% | $4,818+86.3% | $2,670+236.2% |
| Participant deferral / active EE | $8,291 | $3,411+143.1% | $5,680+46.0% | $4,125+101.0% |
| Admin fee / account holder | $134 | $5,956-97.8% | $13,210-99.0% | $5,651-97.6% |