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 | $88,345 | $72,277+22.2% | $101,248-12.7% | $79,858+10.6% |
| Participation rate | 96.2% | 68.5%+27.7pp | 75.8%+20.3pp | 69.6%+26.5pp |
| Annual return | 22.42% | 22.30%+0.1pp | 46.47%-24.1pp | 31.71%-9.3pp |
| Employer contribution / active EE | $8,216 | $2,692+205.2% | $3,660+124.5% | $2,471+232.5% |
| Participant deferral / active EE | $3,456 | $3,282+5.3% | $4,370-20.9% | $3,740-7.6% |
| Admin fee / account holder | $83 | $4,400-98.1% | $5,945-98.6% | $5,306-98.4% |