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 | $87,215 | $154,228-43.5% | $145,433-40.0% | $137,256-36.5% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 17.33% | 74.59%-57.3pp | 66.58%-49.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $6,160 | $4,804+28.2% | $4,554+35.2% | $4,156+48.2% |
| Participant deferral / active EE | $7,308 | $8,216-11.1% | $7,897-7.5% | $6,407+14.1% |
| Admin fee / account holder | $125 | $14,344-99.1% | $13,129-99.0% | $12,270-99.0% |