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 | $228,938 | $78,705+190.9% | $117,854+94.3% | $70,131+226.4% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 21.52% | 23.30%-1.8pp | 335.08%-313.6pp | 73.14%-51.6pp |
| Employer contribution / active EE | $8,242 | $2,223+270.7% | $3,786+117.7% | $2,342+251.9% |
| Participant deferral / active EE | $6,680 | $3,297+102.6% | $4,482+49.0% | $3,332+100.5% |
| Admin fee / account holder | $145 | $5,065-97.1% | $8,020-98.2% | $4,645-96.9% |