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 | $122,497 | $62,672+95.5% | $185,117-33.8% | $70,131+74.7% |
| Participation rate | 75.8% | 63.8%+12.0pp | 77.3%-1.5pp | 69.5%+6.2pp |
| Annual return | 16.25% | 40.79%-24.5pp | 40.50%-24.2pp | 73.14%-56.9pp |
| Employer contribution / active EE | $3,060 | $1,753+74.5% | $4,182-26.8% | $2,342+30.6% |
| Participant deferral / active EE | $6,438 | $3,272+96.8% | $5,045+27.6% | $3,332+93.2% |
| Admin fee / account holder | $11 | $3,932-99.7% | $8,159-99.9% | $4,645-99.8% |