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 | $155,286 | $67,606+129.7% | $82,313+88.7% | $70,131+121.4% |
| Participation rate | 91.2% | 72.8%+18.4pp | 76.9%+14.3pp | 69.5%+21.6pp |
| Annual return | 25.24% | 21.57%+3.7pp | 25.88%-0.6pp | 73.14%-47.9pp |
| Employer contribution / active EE | $4,917 | $1,755+180.2% | $2,428+102.5% | $2,342+109.9% |
| Participant deferral / active EE | $6,948 | $2,987+132.6% | $3,706+87.5% | $3,332+108.5% |
| Admin fee / account holder | $46 | $4,512-99.0% | $5,608-99.2% | $4,645-99.0% |