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 | $236,944 | $99,341+138.5% | $84,750+179.6% | $273,961-13.5% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 9.82% | 22.93%-13.1pp | 22.78%-13.0pp | 41.45%-31.6pp |
| Employer contribution / active EE | $3,197 | $4,214-24.1% | $3,574-10.6% | $4,869-34.3% |
| Participant deferral / active EE | $8,169 | $4,269+91.3% | $3,712+120.1% | $5,287+54.5% |
| Admin fee / account holder | $27 | $6,644-99.6% | $5,332-99.5% | $10,132-99.7% |