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 | $206,812 | $95,416+116.7% | $185,823+11.3% | $85,850+140.9% |
| Participation rate | 98.0% | 68.8%+29.2pp | 81.7%+16.3pp | 69.3%+28.7pp |
| Annual return | 33.41% | 23.59%+9.8pp | 122.05%-88.6pp | 318.53%-285.1pp |
| Employer contribution / active EE | $8,176 | $3,314+146.7% | $5,167+58.2% | $2,565+218.7% |
| Participant deferral / active EE | $7,419 | $3,423+116.7% | $5,568+33.3% | $3,952+87.7% |
| Admin fee / account holder | $1 | $7,213-100.0% | $16,237-100.0% | $6,260-100.0% |