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 | $207,996 | $154,228+34.9% | $145,433+43.0% | $137,256+51.5% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 17.71% | 74.59%-56.9pp | 66.58%-48.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $6,134 | $4,804+27.7% | $4,554+34.7% | $4,156+47.6% |
| Participant deferral / active EE | $16,131 | $8,216+96.3% | $7,897+104.3% | $6,407+151.8% |
| Admin fee / account holder | $271 | $14,344-98.1% | $13,129-97.9% | $12,270-97.8% |