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 5-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 | $205,105 | $91,190+124.9% | $178,490+14.9% | $79,858+156.8% |
| Participation rate | 95.5% | 69.2%+26.3pp | 81.9%+13.5pp | 69.6%+25.8pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.07%-151.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $7,104 | $3,256+118.2% | $5,011+41.8% | $2,471+187.5% |
| Participant deferral / active EE | $9,087 | $3,236+180.8% | $5,202+74.7% | $3,740+143.0% |
| Admin fee / account holder | $13 | $6,751-99.8% | $13,984-99.9% | $5,306-99.8% |