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 | $82,530 | $48,076+71.7% | $78,689+4.9% | $62,891+31.2% |
| Participation rate | 97.3% | 65.2%+32.1pp | 73.6%+23.7pp | 69.3%+28.0pp |
| Annual return | 13.52% | 31.35%-17.8pp | 62.18%-48.7pp | 20.14%-6.6pp |
| Employer contribution / active EE | $17,322 | $2,015+759.8% | $2,851+507.7% | $2,281+659.5% |
| Participant deferral / active EE | $8,501 | $2,588+228.5% | $3,517+141.7% | $3,203+165.4% |
| Admin fee / account holder | $74 | $3,207-97.7% | $4,510-98.3% | $4,296-98.3% |