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 | $196,146 | $51,175+283.3% | $70,515+178.2% | $75,163+161.0% |
| Participation rate | 90.0% | 60.9%+29.1pp | 68.3%+21.7pp | 67.2%+22.8pp |
| Annual return | 14.32% | 30.02%-15.7pp | 32.77%-18.5pp | 160.62%-146.3pp |
| Employer contribution / active EE | $7,796 | $1,826+326.9% | $2,973+162.2% | $2,670+192.0% |
| Participant deferral / active EE | $5,976 | $2,849+109.7% | $4,567+30.9% | $4,125+44.9% |
| Admin fee / account holder | $62 | $4,091-98.5% | $6,412-99.0% | $5,651-98.9% |