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 | $151,499 | $99,341+52.5% | $84,750+78.8% | $273,961-44.7% |
| Participation rate | 90.9% | 80.7%+10.2pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 8.37% | 22.93%-14.6pp | 22.78%-14.4pp | 41.45%-33.1pp |
| Employer contribution / active EE | $4,848 | $4,214+15.1% | $3,574+35.6% | $4,869-0.4% |
| Participant deferral / active EE | $7,087 | $4,269+66.0% | $3,712+90.9% | $5,287+34.0% |
| Admin fee / account holder | $178 | $6,644-97.3% | $5,332-96.7% | $10,132-98.2% |