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 | $100,801 | $64,480+56.3% | $81,382+23.9% | $80,856+24.7% |
| Participation rate | 92.3% | 63.9%+28.4pp | 69.5%+22.8pp | 67.6%+24.7pp |
| Annual return | 18.17% | 16.34%+1.8pp | 24.73%-6.6pp | 35.59%-17.4pp |
| Employer contribution / active EE | $3,915 | $1,978+97.9% | $2,463+59.0% | $2,755+42.1% |
| Participant deferral / active EE | $10,158 | $3,094+228.4% | $3,883+161.6% | $4,296+136.5% |
| Admin fee / account holder | $293 | $5,671-94.8% | $5,768-94.9% | $6,918-95.8% |