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 | $180,734 | $77,634+132.8% | $156,549+15.4% | $62,891+187.4% |
| Participation rate | 94.1% | 71.2%+22.9pp | 84.0%+10.1pp | 69.3%+24.8pp |
| Annual return | 7.26% | 50.32%-43.1pp | 32.23%-25.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $9,169 | $3,444+166.2% | $5,501+66.7% | $2,281+302.0% |
| Participant deferral / active EE | $6,928 | $3,045+127.5% | $4,871+42.2% | $3,203+116.3% |
| Admin fee / account holder | $129 | $5,561-97.7% | $13,027-99.0% | $4,296-97.0% |