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 | $120,474 | $73,933+63.0% | $96,683+24.6% | $75,163+60.3% |
| Participation rate | 93.5% | 66.4%+27.1pp | 74.3%+19.2pp | 67.2%+26.4pp |
| Annual return | 17.55% | 26.70%-9.2pp | 35.69%-18.1pp | 160.62%-143.1pp |
| Employer contribution / active EE | $1,978 | $2,928-32.4% | $3,737-47.1% | $2,670-25.9% |
| Participant deferral / active EE | $4,199 | $3,659+14.8% | $4,878-13.9% | $4,125+1.8% |
| Admin fee / account holder | $136 | $5,216-97.4% | $6,730-98.0% | $5,651-97.6% |