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 | $117,631 | $89,355+31.6% | $141,162-16.7% | $72,985+61.2% |
| Participation rate | 96.3% | 75.1%+21.1pp | 82.5%+13.8pp | 69.5%+26.8pp |
| Annual return | 23.95% | 111.85%-87.9pp | 71.39%-47.4pp | 81.00%-57.1pp |
| Employer contribution / active EE | $2,667 | $3,114-14.4% | $4,735-43.7% | $2,440+9.3% |
| Participant deferral / active EE | $6,652 | $5,418+22.8% | $6,709-0.8% | $3,607+84.4% |
| Admin fee / account holder | $12 | $5,958-99.8% | $10,261-99.9% | $5,124-99.8% |