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 | $103,783 | $63,861+62.5% | $104,607-0.8% | $79,858+30.0% |
| Participation rate | 92.3% | 64.9%+27.4pp | 74.1%+18.2pp | 69.6%+22.7pp |
| Annual return | 12.76% | 21.30%-8.5pp | 340.46%-327.7pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,152 | $1,588-27.5% | $2,681-57.0% | $2,471-53.4% |
| Participant deferral / active EE | $2,124 | $2,693-21.1% | $3,740-43.2% | $3,740-43.2% |
| Admin fee / account holder | $172 | $4,185-95.9% | $6,473-97.3% | $5,306-96.8% |