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 | $175,325 | $99,652+75.9% | $78,778+122.6% | $147,584+18.8% |
| Participation rate | 94.1% | 76.2%+17.9pp | 69.2%+24.9pp | 82.8%+11.3pp |
| Annual return | 17.22% | 47.28%-30.1pp | 35.62%-18.4pp | 578.55%-561.3pp |
| Employer contribution / active EE | $10,260 | $2,796+267.0% | $1,986+416.7% | $4,876+110.4% |
| Participant deferral / active EE | $5,317 | $3,664+45.1% | $2,958+79.7% | $5,439-2.2% |
| Admin fee / account holder | $271 | $7,155-96.2% | $5,134-94.7% | $10,885-97.5% |