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 | $89,833 | $49,227+82.5% | $70,449+27.5% | $79,858+12.5% |
| Participation rate | 91.5% | 69.2%+22.4pp | 75.1%+16.5pp | 69.6%+21.9pp |
| Annual return | 6.10% | 30.06%-24.0pp | 109.03%-102.9pp | 31.71%-25.6pp |
| Employer contribution / active EE | $4,634 | $2,099+120.8% | $2,737+69.3% | $2,471+87.5% |
| Participant deferral / active EE | $5,267 | $2,768+90.3% | $3,709+42.0% | $3,740+40.8% |
| Admin fee / account holder | $160 | $2,878-94.4% | $3,845-95.8% | $5,306-97.0% |