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 | $171,845 | $127,386+34.9% | $115,037+49.4% | $125,391+37.0% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | 0.35% | 31.28%-30.9pp | 26.14%-25.8pp | 282.22%-281.9pp |
| Employer contribution / active EE | $13,281 | $5,166+157.1% | $4,608+188.2% | $4,866+172.9% |
| Participant deferral / active EE | $2,029 | $6,423-68.4% | $6,026-66.3% | $5,352-62.1% |
| Admin fee / account holder | $9 | $9,516-99.9% | $8,175-99.9% | $9,540-99.9% |