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 | $61,316 | $121,625-49.6% | $104,607-41.4% | $158,922-61.4% |
| Participation rate | 94.1% | 77.5%+16.6pp | 74.1%+20.0pp | 82.0%+12.2pp |
| Annual return | 5.89% | 465.26%-459.4pp | 340.46%-334.6pp | 302.83%-296.9pp |
| Employer contribution / active EE | $7,861 | $3,163+148.5% | $2,681+193.3% | $4,761+65.1% |
| Participant deferral / active EE | $5,757 | $4,177+37.8% | $3,740+54.0% | $5,982-3.8% |
| Admin fee / account holder | $238 | $7,787-96.9% | $6,473-96.3% | $11,246-97.9% |