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 | $235,144 | $84,233+179.2% | $170,442+38.0% | $70,131+235.3% |
| Participation rate | 96.0% | 70.8%+25.2pp | 83.6%+12.4pp | 69.5%+26.5pp |
| Annual return | 17.41% | 23.06%-5.7pp | 205.93%-188.5pp | 73.14%-55.7pp |
| Employer contribution / active EE | $17,486 | $3,387+416.3% | $5,433+221.9% | $2,342+646.5% |
| Participant deferral / active EE | $10,913 | $3,086+253.7% | $4,939+120.9% | $3,332+227.6% |
| Admin fee / account holder | $133 | $5,698-97.7% | $13,880-99.0% | $4,645-97.1% |