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 | $217,279 | $105,181+106.6% | $159,436+36.3% | $85,850+153.1% |
| Participation rate | 98.1% | 75.8%+22.3pp | 82.8%+15.3pp | 69.3%+28.8pp |
| Annual return | 15.12% | 45.07%-30.0pp | 263.57%-248.4pp | 318.53%-303.4pp |
| Employer contribution / active EE | $5,643 | $3,318+70.1% | $4,829+16.8% | $2,565+120.0% |
| Participant deferral / active EE | $6,475 | $5,945+8.9% | $7,352-11.9% | $3,952+63.9% |
| Admin fee / account holder | $19 | $6,933-99.7% | $10,799-99.8% | $6,260-99.7% |