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 | $128,001 | $54,380+135.4% | $68,509+86.8% | $59,632+114.7% |
| Participation rate | 89.0% | 70.2%+18.8pp | 74.7%+14.3pp | 68.7%+20.4pp |
| Annual return | 1.61% | 2.83%-1.2pp | 8.27%-6.7pp | 2041.28%-2039.7pp |
| Employer contribution / active EE | $2,613 | $1,539+69.8% | $2,278+14.7% | $2,203+18.6% |
| Participant deferral / active EE | $8,744 | $2,643+230.8% | $3,382+158.5% | $3,192+174.0% |
| Admin fee / account holder | $266 | $3,885-93.2% | $5,275-95.0% | $4,297-93.8% |