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 | $207,696 | $68,547+203.0% | $120,354+72.6% | $80,856+156.9% |
| Participation rate | 82.1% | 61.6%+20.5pp | 71.9%+10.2pp | 67.6%+14.5pp |
| Annual return | 14.69% | 23.60%-8.9pp | 107.15%-92.5pp | 35.59%-20.9pp |
| Employer contribution / active EE | $3,516 | $2,051+71.4% | $3,463+1.5% | $2,755+27.6% |
| Participant deferral / active EE | $8,894 | $3,173+180.3% | $4,991+78.2% | $4,296+107.0% |
| Admin fee / account holder | $1 | $5,732-100.0% | $9,423-100.0% | $6,918-100.0% |