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 | $93,583 | $90,503+3.4% | $78,689+18.9% | $273,961-65.8% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 12.37% | 75.60%-63.2pp | 62.18%-49.8pp | 41.45%-29.1pp |
| Employer contribution / active EE | $7,396 | $3,176+132.9% | $2,851+159.5% | $4,869+51.9% |
| Participant deferral / active EE | $5,328 | $3,901+36.6% | $3,517+51.5% | $5,287+0.8% |
| Admin fee / account holder | $65 | $5,263-98.8% | $4,510-98.6% | $10,132-99.4% |