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 | $244,951 | $98,750+148.1% | $149,696+63.6% | $79,858+206.7% |
| Participation rate | 85.2% | 75.8%+9.4pp | 82.5%+2.7pp | 69.6%+15.6pp |
| Annual return | 14.32% | 27.43%-13.1pp | 276.60%-262.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $2,619 | $3,216-18.6% | $4,644-43.6% | $2,471+6.0% |
| Participant deferral / active EE | $10,288 | $5,680+81.1% | $6,842+50.4% | $3,740+175.1% |
| Admin fee / account holder | $144 | $6,053-97.6% | $9,309-98.5% | $5,306-97.3% |