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 | $222,022 | $76,000+192.1% | $154,107+44.1% | $64,186+245.9% |
| Participation rate | 92.9% | 70.4%+22.4pp | 83.0%+9.8pp | 69.6%+23.3pp |
| Annual return | -6.23% | 30.32%-36.5pp | 735.12%-741.3pp | 7.63%-13.9pp |
| Employer contribution / active EE | $7,248 | $3,351+116.3% | $5,298+36.8% | $2,381+204.5% |
| Participant deferral / active EE | $10,868 | $3,175+242.3% | $5,081+113.9% | $3,470+213.2% |
| Admin fee / account holder | $189 | $5,596-96.6% | $13,411-98.6% | $4,888-96.1% |