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 | $130,493 | $85,766+52.2% | $136,294-4.3% | $70,131+86.1% |
| Participation rate | 93.4% | 74.2%+19.3pp | 81.9%+11.5pp | 69.5%+23.9pp |
| Annual return | 18.31% | 31.45%-13.1pp | 5155.94%-5137.6pp | 73.14%-54.8pp |
| Employer contribution / active EE | $2,689 | $2,966-9.4% | $4,695-42.7% | $2,342+14.8% |
| Participant deferral / active EE | $7,093 | $5,051+40.4% | $6,247+13.5% | $3,332+112.9% |
| Admin fee / account holder | $172 | $5,420-96.8% | $9,243-98.1% | $4,645-96.3% |