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 | $151,736 | $76,552+98.2% | $123,892+22.5% | $62,891+141.3% |
| Participation rate | 93.8% | 73.0%+20.8pp | 81.4%+12.3pp | 69.3%+24.4pp |
| Annual return | 7.53% | 18.68%-11.1pp | 47.52%-40.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $3,702 | $2,883+28.4% | $4,617-19.8% | $2,281+62.3% |
| Participant deferral / active EE | $8,222 | $4,840+69.9% | $5,984+37.4% | $3,203+156.7% |
| Admin fee / account holder | $50 | $4,826-99.0% | $8,357-99.4% | $4,296-98.8% |