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 | $115,247 | $106,749+8.0% | $145,433-20.8% | $82,448+39.8% |
| Participation rate | 90.7% | 75.6%+15.0pp | 82.1%+8.6pp | 68.1%+22.6pp |
| Annual return | 16.32% | 27.59%-11.3pp | 66.58%-50.3pp | 41.64%-25.3pp |
| Employer contribution / active EE | $3,535 | $3,444+2.6% | $4,554-22.4% | $2,551+38.6% |
| Participant deferral / active EE | $7,211 | $6,519+10.6% | $7,897-8.7% | $4,139+74.2% |
| Admin fee / account holder | $5 | $8,390-99.9% | $13,129-100.0% | $7,234-99.9% |