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 | $159,045 | $100,041+59.0% | $149,718+6.2% | $70,131+126.8% |
| Participation rate | 87.1% | 83.6%+3.5pp | 87.1%0pp | 69.5%+17.6pp |
| Annual return | 27.15% | 27.43%-0.3pp | 1501.63%-1474.5pp | 73.14%-46.0pp |
| Employer contribution / active EE | $9,829 | $3,662+168.4% | $5,445+80.5% | $2,342+319.6% |
| Participant deferral / active EE | $13,647 | $4,983+173.9% | $6,569+107.8% | $3,332+309.6% |
| Admin fee / account holder | $187 | $8,286-97.7% | $11,283-98.3% | $4,645-96.0% |