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 | $99,633+132.3% | $183,328+26.2% | $82,448+180.7% |
| Participation rate | 90.5% | 70.8%+19.7pp | 77.3%+13.1pp | 68.1%+22.4pp |
| Annual return | 13.47% | 17.84%-4.4pp | 29.67%-16.2pp | 41.64%-28.2pp |
| Employer contribution / active EE | $6,205 | $3,256+90.6% | $5,055+22.8% | $2,551+143.3% |
| Participant deferral / active EE | $13,610 | $4,938+175.6% | $6,795+100.3% | $4,139+228.8% |
| Admin fee / account holder | $8 | $9,934-99.9% | $21,427-100.0% | $7,234-99.9% |