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 | $228,618 | $72,177+216.7% | $115,037+98.7% | $59,632+283.4% |
| Participation rate | 84.0% | 72.6%+11.4pp | 81.4%+2.6pp | 68.7%+15.3pp |
| Annual return | 29.21% | 12.02%+17.2pp | 26.14%+3.1pp | 2041.28%-2012.1pp |
| Employer contribution / active EE | $7,023 | $2,841+147.2% | $4,608+52.4% | $2,203+218.9% |
| Participant deferral / active EE | $8,772 | $4,783+83.4% | $6,026+45.6% | $3,192+174.8% |
| Admin fee / account holder | $261 | $4,927-94.7% | $8,175-96.8% | $4,297-93.9% |