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 | $207,975 | $77,899+167.0% | $149,673+39.0% | $75,163+176.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 24.71% | 31.72%-7.0pp | 134.42%-109.7pp | 160.62%-135.9pp |
| Employer contribution / active EE | $3,841 | $3,137+22.4% | $4,818-20.3% | $2,670+43.9% |
| Participant deferral / active EE | $13,408 | $3,411+293.1% | $5,680+136.1% | $4,125+225.0% |
| Admin fee / account holder | $281 | $5,956-95.3% | $13,210-97.9% | $5,651-95.0% |