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 | $169,874 | $87,841+93.4% | $133,980+26.8% | $62,891+170.1% |
| Participation rate | 88.5% | 83.4%+5.1pp | 87.1%+1.4pp | 69.3%+19.2pp |
| Annual return | 7.25% | 12.05%-4.8pp | 29.30%-22.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $6,133 | $3,483+76.1% | $5,211+17.7% | $2,281+168.9% |
| Participant deferral / active EE | $15,122 | $4,812+214.2% | $6,282+140.7% | $3,203+372.1% |
| Admin fee / account holder | $0 | $5,371-100.0% | $9,324-100.0% | $4,296-100.0% |