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 | $124,317 | $176,056-29.4% | $159,436-22.0% | $167,490-25.8% |
| Participation rate | 90.5% | 84.9%+5.5pp | 82.8%+7.7pp | 82.1%+8.4pp |
| Annual return | 18.94% | 331.75%-312.8pp | 263.57%-244.6pp | 478.56%-459.6pp |
| Employer contribution / active EE | $2,520 | $5,297-52.4% | $4,829-47.8% | $4,837-47.9% |
| Participant deferral / active EE | $9,465 | $7,750+22.1% | $7,352+28.7% | $6,341+49.3% |
| Admin fee / account holder | $121 | $12,554-99.0% | $10,799-98.9% | $12,309-99.0% |