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 | $142,623 | $109,881+29.8% | $150,045-4.9% | $84,808+68.2% |
| Participation rate | 96.2% | 76.1%+20.1pp | 82.3%+13.8pp | 68.3%+27.8pp |
| Annual return | 16.41% | 28.25%-11.8pp | 62.55%-46.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $3,690 | $3,561+3.6% | $4,693-21.4% | $2,631+40.2% |
| Participant deferral / active EE | $7,848 | $6,636+18.3% | $7,997-1.9% | $4,212+86.3% |
| Admin fee / account holder | $258 | $8,568-97.0% | $13,435-98.1% | $7,344-96.5% |