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 | $146,160 | $49,025+198.1% | $87,507+67.0% | $62,891+132.4% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.8%+26.2pp | 69.3%+30.7pp |
| Annual return | 7.22% | 10.02%-2.8pp | 12.21%-5.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $5,016 | $1,372+265.6% | $2,550+96.7% | $2,281+119.9% |
| Participant deferral / active EE | $3,838 | $2,289+67.6% | $3,149+21.9% | $3,203+19.8% |
| Admin fee / account holder | $93 | $4,065-97.7% | $4,221-97.8% | $4,296-97.8% |