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 | $215,708 | $99,020+117.8% | $86,590+149.1% | $147,584+46.2% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 12.20% | 1312.34%-1300.1pp | 964.84%-952.6pp | 578.55%-566.4pp |
| Employer contribution / active EE | $36,736 | $3,132+1073.0% | $2,839+1193.8% | $4,876+653.4% |
| Participant deferral / active EE | $15,464 | $3,972+289.3% | $3,609+328.5% | $5,439+184.3% |
| Admin fee / account holder | $57 | $5,710-99.0% | $4,906-98.8% | $10,885-99.5% |