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 | $120,224 | $41,377+190.6% | $109,313+10.0% | $62,891+91.2% |
| Participation rate | 76.9% | 57.5%+19.4pp | 71.3%+5.7pp | 69.3%+7.6pp |
| Annual return | 8.14% | 11.05%-2.9pp | 22.07%-13.9pp | 20.14%-12.0pp |
| Employer contribution / active EE | $3,059 | $1,276+139.8% | $3,892-21.4% | $2,281+34.1% |
| Participant deferral / active EE | $7,865 | $2,045+284.6% | $3,166+148.4% | $3,203+145.5% |
| Admin fee / account holder | $113 | $2,884-96.1% | $5,666-98.0% | $4,296-97.4% |