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 | $190,879 | $91,552+108.5% | $133,956+42.5% | $79,858+139.0% |
| Participation rate | 96.9% | 73.3%+23.5pp | 79.8%+17.0pp | 69.6%+27.2pp |
| Annual return | 15.07% | 61.85%-46.8pp | 45.09%-30.0pp | 31.71%-16.6pp |
| Employer contribution / active EE | $4,125 | $2,384+73.1% | $3,919+5.3% | $2,471+66.9% |
| Participant deferral / active EE | $7,154 | $3,733+91.6% | $5,048+41.7% | $3,740+91.3% |
| Admin fee / account holder | $25 | $6,321-99.6% | $8,927-99.7% | $5,306-99.5% |