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 | $144,071 | $89,355+61.2% | $141,162+2.1% | $72,985+97.4% |
| Participation rate | 80.4% | 75.1%+5.3pp | 82.5%-2.0pp | 69.5%+10.9pp |
| Annual return | 23.01% | 111.85%-88.8pp | 71.39%-48.4pp | 81.00%-58.0pp |
| Employer contribution / active EE | $3,494 | $3,114+12.2% | $4,735-26.2% | $2,440+43.2% |
| Participant deferral / active EE | $4,612 | $5,418-14.9% | $6,709-31.3% | $3,607+27.8% |
| Admin fee / account holder | $198 | $5,958-96.7% | $10,261-98.1% | $5,124-96.1% |