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 | $211,817 | $93,571+126.4% | $135,903+55.9% | $75,163+181.8% |
| Participation rate | 89.2% | 75.2%+14.0pp | 81.9%+7.3pp | 67.2%+22.0pp |
| Annual return | 20.45% | 30.90%-10.5pp | 68.23%-47.8pp | 160.62%-140.2pp |
| Employer contribution / active EE | $6,805 | $3,537+92.4% | $4,856+40.1% | $2,670+154.9% |
| Participant deferral / active EE | $10,630 | $6,404+66.0% | $7,758+37.0% | $4,125+157.7% |
| Admin fee / account holder | $1 | $6,975-100.0% | $10,762-100.0% | $5,651-100.0% |