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 | $231,426 | $100,326+130.7% | $180,183+28.4% | $84,808+172.9% |
| Participation rate | 90.5% | 71.0%+19.5pp | 77.4%+13.0pp | 68.3%+22.2pp |
| Annual return | 13.47% | 17.86%-4.4pp | 27.86%-14.4pp | 40.90%-27.4pp |
| Employer contribution / active EE | $6,205 | $3,269+89.8% | $5,039+23.1% | $2,631+135.9% |
| Participant deferral / active EE | $13,610 | $5,066+168.7% | $6,822+99.5% | $4,212+223.1% |
| Admin fee / account holder | $8 | $9,674-99.9% | $19,975-100.0% | $7,344-99.9% |