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 | $131,914 | $90,503+45.8% | $78,689+67.6% | $273,961-51.8% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 25.65% | 75.60%-50.0pp | 62.18%-36.5pp | 41.45%-15.8pp |
| Employer contribution / active EE | $5,075 | $3,176+59.8% | $2,851+78.0% | $4,869+4.2% |
| Participant deferral / active EE | $9,462 | $3,901+142.5% | $3,517+169.0% | $5,287+79.0% |
| Admin fee / account holder | $28 | $5,263-99.5% | $4,510-99.4% | $10,132-99.7% |