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 | $211,442 | $93,346+126.5% | $71,796+194.5% | $273,961-22.8% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.1%+10.9pp | 83.0%-3.0pp |
| Annual return | 12.61% | 130.39%-117.8pp | 78.04%-65.4pp | 41.45%-28.8pp |
| Employer contribution / active EE | $6,261 | $2,733+129.1% | $1,924+225.4% | $4,869+28.6% |
| Participant deferral / active EE | $6,349 | $3,475+82.7% | $2,794+127.2% | $5,287+20.1% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |