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 | $103,563 | $67,606+53.2% | $82,313+25.8% | $70,131+47.7% |
| Participation rate | 85.3% | 72.8%+12.5pp | 76.9%+8.4pp | 69.5%+15.8pp |
| Annual return | 18.17% | 21.57%-3.4pp | 25.88%-7.7pp | 73.14%-55.0pp |
| Employer contribution / active EE | $2,293 | $1,755+30.7% | $2,428-5.6% | $2,342-2.1% |
| Participant deferral / active EE | $5,701 | $2,987+90.9% | $3,706+53.8% | $3,332+71.1% |
| Admin fee / account holder | $272 | $4,512-94.0% | $5,608-95.2% | $4,645-94.1% |