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 | $166,076 | $85,766+93.6% | $136,294+21.9% | $70,131+136.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.59% | 31.45%-16.9pp | 5155.94%-5141.3pp | 73.14%-58.5pp |
| Employer contribution / active EE | $8,913 | $2,966+200.5% | $4,695+89.8% | $2,342+280.5% |
| Participant deferral / active EE | $6,137 | $5,051+21.5% | $6,247-1.8% | $3,332+84.2% |
| Admin fee / account holder | $174 | $5,420-96.8% | $9,243-98.1% | $4,645-96.3% |