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 | $142,786 | $89,355+59.8% | $141,162+1.2% | $72,985+95.6% |
| Participation rate | 97.1% | 75.1%+22.0pp | 82.5%+14.7pp | 69.5%+27.7pp |
| Annual return | 26.49% | 111.85%-85.4pp | 71.39%-44.9pp | 81.00%-54.5pp |
| Employer contribution / active EE | $4,360 | $3,114+40.0% | $4,735-7.9% | $2,440+78.7% |
| Participant deferral / active EE | $8,867 | $5,418+63.7% | $6,709+32.2% | $3,607+145.8% |
| Admin fee / account holder | $245 | $5,958-95.9% | $10,261-97.6% | $5,124-95.2% |