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 | $195,192 | $62,672+211.5% | $185,117+5.4% | $70,131+178.3% |
| Participation rate | 87.7% | 63.8%+23.9pp | 77.3%+10.5pp | 69.5%+18.2pp |
| Annual return | 23.24% | 40.79%-17.5pp | 40.50%-17.3pp | 73.14%-49.9pp |
| Employer contribution / active EE | $3,279 | $1,753+87.0% | $4,182-21.6% | $2,342+40.0% |
| Participant deferral / active EE | $8,120 | $3,272+148.2% | $5,045+60.9% | $3,332+143.7% |
| Admin fee / account holder | $156 | $3,932-96.0% | $8,159-98.1% | $4,645-96.6% |