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 | $82,816 | $51,708+60.2% | $106,619-22.3% | $62,891+31.7% |
| Participation rate | 76.9% | 66.9%+10.0pp | 78.0%-1.1pp | 69.3%+7.6pp |
| Annual return | 14.08% | 4.69%+9.4pp | 9.42%+4.7pp | 20.14%-6.1pp |
| Employer contribution / active EE | $2,345 | $1,764+33.0% | $3,947-40.6% | $2,281+2.8% |
| Participant deferral / active EE | $4,452 | $2,315+92.3% | $3,930+13.3% | $3,203+39.0% |
| Admin fee / account holder | $0 | $3,349-100.0% | $6,418-100.0% | $4,296-100.0% |