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 | $155,186 | $95,803+62.0% | $113,168+37.1% | $84,808+83.0% |
| Participation rate | 96.2% | 72.9%+23.3pp | 76.6%+19.6pp | 68.3%+27.8pp |
| Annual return | 15.82% | 25.00%-9.2pp | 24.27%-8.4pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,801 | $2,360+18.7% | $2,975-5.9% | $2,631+6.5% |
| Participant deferral / active EE | $7,069 | $4,242+66.6% | $5,107+38.4% | $4,212+67.8% |
| Admin fee / account holder | $41 | $8,989-99.5% | $12,068-99.7% | $7,344-99.4% |