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 | $215,759 | $99,341+117.2% | $84,750+154.6% | $273,961-21.2% |
| Participation rate | 86.4% | 80.7%+5.7pp | 76.6%+9.8pp | 83.0%+3.3pp |
| Annual return | 8.37% | 22.93%-14.6pp | 22.78%-14.4pp | 41.45%-33.1pp |
| Employer contribution / active EE | $2,211 | $4,214-47.5% | $3,574-38.1% | $4,869-54.6% |
| Participant deferral / active EE | $6,176 | $4,269+44.7% | $3,712+66.4% | $5,287+16.8% |
| Admin fee / account holder | $7 | $6,644-99.9% | $5,332-99.9% | $10,132-99.9% |