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 | $168,303 | $99,918+68.4% | $81,382+106.8% | $145,922+15.3% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.5%+16.2pp | 80.3%+5.4pp |
| Annual return | 12.62% | 34.32%-21.7pp | 24.73%-12.1pp | 561.29%-548.7pp |
| Employer contribution / active EE | $2,758 | $2,978-7.4% | $2,463+12.0% | $4,660-40.8% |
| Participant deferral / active EE | $6,691 | $4,605+45.3% | $3,883+72.3% | $6,688+0.1% |
| Admin fee / account holder | $35 | $8,212-99.6% | $5,768-99.4% | $13,397-99.7% |