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 | $208,137 | $80,717+157.9% | $154,803+34.5% | $84,808+145.4% |
| Participation rate | 88.9% | 66.8%+22.1pp | 78.1%+10.8pp | 68.3%+20.6pp |
| Annual return | 16.93% | 37.96%-21.0pp | 58.88%-42.0pp | 40.90%-24.0pp |
| Employer contribution / active EE | $8,867 | $2,761+221.1% | $4,305+105.9% | $2,631+237.0% |
| Participant deferral / active EE | $6,905 | $3,303+109.1% | $5,540+24.6% | $4,212+64.0% |
| Admin fee / account holder | $201 | $6,746-97.0% | $14,329-98.6% | $7,344-97.3% |