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 | $170,363 | $102,317+66.5% | $146,958+15.9% | $80,856+110.7% |
| Participation rate | 94.4% | 75.8%+18.6pp | 82.2%+12.3pp | 67.6%+26.8pp |
| Annual return | 11.96% | 134.76%-122.8pp | 418.34%-406.4pp | 35.59%-23.6pp |
| Employer contribution / active EE | $6,337 | $3,713+70.7% | $4,933+28.5% | $2,755+130.0% |
| Participant deferral / active EE | $13,623 | $6,644+105.1% | $8,070+68.8% | $4,296+217.1% |
| Admin fee / account holder | $178 | $7,941-97.8% | $12,998-98.6% | $6,918-97.4% |