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 | $96,441 | $48,076+100.6% | $78,689+22.6% | $62,891+53.3% |
| Participation rate | 82.8% | 65.2%+17.6pp | 73.6%+9.2pp | 69.3%+13.5pp |
| Annual return | 7.22% | 31.35%-24.1pp | 62.18%-55.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $2,434 | $2,015+20.8% | $2,851-14.6% | $2,281+6.7% |
| Participant deferral / active EE | $1,310 | $2,588-49.4% | $3,517-62.7% | $3,203-59.1% |
| Admin fee / account holder | $154 | $3,207-95.2% | $4,510-96.6% | $4,296-96.4% |