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 | $160,594 | $65,395+145.6% | $182,532-12.0% | $72,985+120.0% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 34.18% | 27.68%+6.5pp | 148.54%-114.4pp | 81.00%-46.8pp |
| Employer contribution / active EE | $2,651 | $1,911+38.7% | $4,076-35.0% | $2,440+8.7% |
| Participant deferral / active EE | $4,565 | $3,563+28.1% | $5,524-17.4% | $3,607+26.5% |
| Admin fee / account holder | $62 | $4,245-98.5% | $8,592-99.3% | $5,124-98.8% |