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 | $168,823 | $85,766+96.8% | $136,294+23.9% | $70,131+140.7% |
| Participation rate | 95.1% | 74.2%+21.0pp | 81.9%+13.2pp | 69.5%+25.6pp |
| Annual return | 19.46% | 31.45%-12.0pp | 5155.94%-5136.5pp | 73.14%-53.7pp |
| Employer contribution / active EE | $9,505 | $2,966+220.5% | $4,695+102.4% | $2,342+305.8% |
| Participant deferral / active EE | $6,427 | $5,051+27.2% | $6,247+2.9% | $3,332+92.9% |
| Admin fee / account holder | $81 | $5,420-98.5% | $9,243-99.1% | $4,645-98.3% |