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 | $65,439 | $84,233-22.3% | $170,442-61.6% | $70,131-6.7% |
| Participation rate | 97.2% | 70.8%+26.4pp | 83.6%+13.6pp | 69.5%+27.7pp |
| Annual return | 18.65% | 23.06%-4.4pp | 205.93%-187.3pp | 73.14%-54.5pp |
| Employer contribution / active EE | $8,105 | $3,387+139.3% | $5,433+49.2% | $2,342+246.0% |
| Participant deferral / active EE | $3,004 | $3,086-2.6% | $4,939-39.2% | $3,332-9.8% |
| Admin fee / account holder | -$59 | $5,698-101.0% | $13,880-100.4% | $4,645-101.3% |