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 | $230,874 | $77,634+197.4% | $156,549+47.5% | $62,891+267.1% |
| Participation rate | 97.2% | 71.2%+26.0pp | 84.0%+13.2pp | 69.3%+27.9pp |
| Annual return | 8.21% | 50.32%-42.1pp | 32.23%-24.0pp | 20.14%-11.9pp |
| Employer contribution / active EE | $7,829 | $3,444+127.4% | $5,501+42.3% | $2,281+243.3% |
| Participant deferral / active EE | $6,383 | $3,045+109.6% | $4,871+31.0% | $3,203+99.3% |
| Admin fee / account holder | $207 | $5,561-96.3% | $13,027-98.4% | $4,296-95.2% |