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 | $174,745 | $85,202+105.1% | $172,739+1.2% | $72,985+139.4% |
| Participation rate | 87.1% | 70.1%+17.0pp | 82.6%+4.5pp | 69.5%+17.6pp |
| Annual return | 24.46% | 27.32%-2.9pp | 802.84%-778.4pp | 81.00%-56.5pp |
| Employer contribution / active EE | $2,547 | $3,324-23.4% | $5,143-50.5% | $2,440+4.4% |
| Participant deferral / active EE | $6,683 | $3,260+105.0% | $5,198+28.6% | $3,607+85.3% |
| Admin fee / account holder | $276 | $5,884-95.3% | $13,954-98.0% | $5,124-94.6% |