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 | $177,323 | $72,071+146.0% | $68,368+159.4% | $137,256+29.2% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 19.77% | 353.14%-333.4pp | 292.57%-272.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $3,542 | $2,788+27.0% | $2,649+33.7% | $4,156-14.8% |
| Participant deferral / active EE | $6,972 | $4,410+58.1% | $4,123+69.1% | $6,407+8.8% |
| Admin fee / account holder | $6 | $5,336-99.9% | $5,150-99.9% | $12,270-99.9% |